Elizabeth Lee Wilson
Investment adviser representative at Rockefeller Capital Management
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$99.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Rockefeller Financial LLCDec 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Dec 2021
- Truist Investment Services, Inc.Feb 2021 to Dec 2021
- Bb&t Securities, LLCAug 2018 to Feb 2021
- Western Wealth Management LLCSep 2014 to Jul 2017
- Monarch Advisory Group, LLCOct 2005 to Aug 2018
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Jun 1998 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Rockefeller Capital Management
Legal name: Rockefeller Financial LLC
$99.6BAssets managed
50,292Clients
692Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2005198
- Firm CRD
- 291361