Frank Willis

Frank Willis

Senior Financial Advisor at Rockefeller Capital Management
United States

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Work Experience

Rockefeller Capital Management

Senior Financial Advisor

2023-10-01 - Present

Wells Fargo Advisors

Senior Financial Advisor

2018-03-01 - 2023-10-01

Merrill Lynch

Financial Advisor

2014-06-01 - 2018-03-01

Skills

asset management wealth planning strategic advisory family office services trust company services portfolio tracking technology

Languages

English