NEW YORK, October 06, 2023–(BUSINESS WIRE)–Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of two Private Advisor Teams – Shaffer Wealth Partners based in the DC Metro area and Willis Wealth Partners based in Los Angeles, CA.
Shaffer Wealth Partners is led by Managing Director and Private Advisor Sheila Shaffer. The four-person team joins Janney Montgomery Scott (“JMS”) and also includes Senior Vice President and Private Advisor Eric Walker; Vice President and Wealth Manager Daniel Spainhour; and Associate Vice President and Client Associate Allyson Albert.
Sheila Shaffer brings over 35 years of financial service experience, having begun her career at Merrill Lynch in 1983 and worked in corporate, management, and financial advisory roles at other firms, among them Legg Mason, Smith Barney (Morgan Stanley), and JMS. Eric Walker has worked with Shaffer since 2015, providing comprehensive financial advice to discerning clients. Prior to joining the practice, he held roles at Morgan Stanley and Pulte Mortgage. The team will report to Kristen Sario, Southeast Divisional Director.
Willis Wealth Partners is led by Managing Director and Private Advisor Matt Willis and includes Senior Vice President and Private Advisor Frank Willis; Vice Presidents and Private Advisors Neil Martin and Patrick Digenan; and Senior Client Associate Claudia Ramirez. The five-person group joins from Wells Fargo and will report to Brian Riley, Western Divisional Director.
Prior to Rockefeller, Matt Willis spent nearly a decade at Wells Fargo serving ultra-high-net-worth and high-net-worth clients, families, and business owners with personalized solutions unique to their financial needs. Matt is a Certified Exit Planning Advisor with a specialization in exit planning and transition strategies for business owners and entrepreneur clients. Frank Willis began his career in financial services at JP Morgan Chase as a banker in lending and asset management before transitioning in 2014 to Merrill Lynch where he developed a planning-based practice with high-net-worth families. In 2018, he moved to Wells Fargo partnering with his brother to establish their practice.
“These respected Private Advisor teams fit well with our growing platform and culture of excellence. Their decision to join Rockefeller reflects the firm’s commitment to establishing an outstanding wealth management presence across the United States,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office.
“We are delighted that these teams have chosen to bring their exceptional expertise and experience to Rockefeller,” said Michael Outlaw, National Field Director of Rockefeller Global Family Office. “We look forward to partnering with them to deliver the unique promise of the Rockefeller legacy to a growing number of discerning clients in these important markets.”
To learn more about Shaffer Wealth Partners, visit www.rockco.com/shaffer-wealth-partners/. For more about Willis Wealth Partners, visit www.rockco.com/willis-wealth-partners/.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from 46 locations across the United States and one in London. As of June 30, 2023, the Firm was responsible for $112 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory. To learn more, visit www.rockco.com.
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