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Advisors/Greg Rhodes
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PROFESSIONAL PROFILE

Greg Rhodes

Private Advisor, Managing Director

Rockefeller Capital Management

Dallas, Texas

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What this record containsView sources
Professional source2 linked sources
Source review2026-09-16
Public identifierNot listed
Business contactUse the firm website

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Registration historyNot documented

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Published profile

Greg Rhodes develops personalized financial strategies for wealthy families, philanthropic foundations, and institutional clients. His approach focuses on the complexities and opportunities that accompany substantial wealth. Before joining Rockefeller, he advised clients at Merrill Lynch and previously worked in nonprofit management at an academic medical center.

Family wealthPhilanthropic foundationsInstitutional clientsFinancial planning

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Professional details

Published practice focus
Family wealth
Credentials in source
CFP®, CRPC™
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Fees
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Sources & record context

Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.

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