GV
Historical directory summary
Gina Valle
Associate Vice President, Director
Rockefeller Financial LLCStamford, Connecticut
Financial servicesDIRECTORY AFFILIATION
Rockefeller Financial LLC
Rockefeller Financial LLC is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.
Dually RegisteredInstitutionalMulti StatePlacement AgentRetailTraditionalWealth Management
227linked professional records
0researched profiles
10listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.
Explore a listed cityNew York, New York149Saratoga Springs, New York40Trenton, New Jersey13Stamford, Connecticut10Paramus, New Jersey8Greenwich, Connecticut2Sea Girt, New Jersey2Dallas, Texas1
GS
Historical directory summary
Grace Schreiber
Client Associate
Rockefeller Financial LLCNew York, New York
Financial servicesGM
Historical directory summary
Gregory Maxwell Goldstein
Associate
Rockefeller Financial LLCNew York, New York
Financial servicesGO
Historical directory summary
Gregory Owen Smith
Associate
Rockefeller Financial LLCNew York, New York
Financial servicesHJ
Historical directory summary
Harrison John Roth
Financial professional
Rockefeller Financial LLCNew York, New York
Financial servicesHA
Historical directory summary
Heather Ada Philip
Senior Vice President
Rockefeller Financial LLCStamford, Connecticut
Financial servicesHW
Historical directory summary
Heather Ward Oster
Financial professional
Rockefeller Financial LLCNew York, New York
Financial servicesJB
Historical directory summary
Jack Browne
Senior Client Associate
Rockefeller Financial LLCNew York, New York
Financial servicesJA
Historical directory summary
Jacqueline Allison Klaber
Managing Director
Rockefeller Financial LLCNew York, New York
Financial servicesJE
Historical directory summary
Jake Edward Taylor
Client Associate
Rockefeller Financial LLCNew York, New York
Financial servicesJJ
Historical directory summary
James J Lee
Managing Director, Private Wealth Advisor, Team Chief Operating Officer
Rockefeller Financial LLCNew York, New York
Wealth managementJE
Historical directory summary
Jason Eric McMillen
Assistant Vice President, Senior Client Associate, Vice President
Rockefeller Financial LLCSaratoga Springs, New York
Financial servicesSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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