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Merrill Team With $2.1 Billion Joins Rockefeller to Staff New Ohio Office

Rockefeller Capital Management recruited financial advisor Sidney Jones and his team, Jones Wealth Partners, from Merrill Lynch.

Barron's

 

Rockefeller Capital Management’s wealth management division recruited a top financial advisor and his team from Merrill Lynch, adding to its string of big hires.


Photo: Courtesy of Rockefeller Capital Management
Jones Wealth Partners joined Rockefeller in Columbus, Ohio, where Rockefeller is opening a new office. The team is led by advisor and managing director Sidney Jones, who has spent nearly all of his four-decade-plus career at Merrill Lynch, according to BrokerCheck, a public database maintained by industry self-regulatory organization Finra.

Jones has been on Barron’s Top 1,500 Financial Advisors list for multiple years. In 2026, he ranked No. 21 in Ohio and was listed as having $2.1 billion in client assets.

Jones Wealth Partners includes advisors Natalie Lariccia, Quinn Jones, Liam Jones, Dominic Corso and Stefanos Newman, according to Rockefeller.

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