Tim White
Private Advisor, Managing Director
Rockefeller Capital ManagementDallas, Texas
Published information helps you research. Confirm current details with the original source.
A clearer picture of the professional.
We have not reviewed a matching report for this profile. Ask the firm about relevant experience and verify its source.
Record not reviewed
No reviewed report is on file here. Missing information does not establish a clear regulatory history.
Confirm identity, registration, and disclosures with the regulator. Check BrokerCheck and the SEC adviser database before deciding. Suggest a correction.
Published profile
Tim White advises clients on financial strategies and planning built around their goals. His background includes constructing traditional portfolios, evaluating alternative investments, and helping clients access lending and banking solutions. He is part of Rhodes White Bazan Wealth Partners and previously advised clients at Merrill Lynch.
Questions to take to the conversation
- Do the current firm and registration record match this profile?
- Which details need to be confirmed directly with the firm?
- What information is missing from the record?
Keep answers in your meeting worksheet
Open the preparation guideProfessional details
- Published practice focus
- Goals-based planning
- Credentials in source
- CFP®
- Minimum relationship
- Confirm with the firm
- Fees
- Request a written explanation
Sources & record context
Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
Suggest a correction to this profile
A LITTLE CLARITY. A NEW POSSIBILITY.Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.