February 17, 2023
Rockefeller Capital Management today announced the addition of three advisors teams, including the Jones Connolly Pollock Group, an 11-member team in Winter Park, Fla., that was formerly with Merrill Lynch.
The group, which managed $2.5 billion, is the first private advisor team in the Greater Orlando market for the New York City-based Rockefeller. The team will report to Kirsten Sario, Southeast Division Director.
The team is led by managing directors and private advisors Garrett Jones, who according to BrokerCheck, spent 21 years at Merrill Lynch; Sean Connolly, who spent 19 years at Merrill Lynch; and Gregory Pollack, who spent 38 years there. All three brokers have in recent years appeared either on the Forbes “Best-In-State Wealth Advisor” list or Barron’s “America’s Top 1,200 Advisor State by State.”The team last year was named to Forbes’ “America’s Top Wealth Management Teams High Net Worth,” according to a news release. Its other members include senior vice president and private advisor Phillip Dobbs; vice presidents and senior client associates Erin Walters, Ellen Fuller, and Linda Paul; associate vice president and investment associates Jennifer Anderson and James Kofron; and associate vice presidents and client relationship managers Tim Magid and James Pollock.
“The Jones Connolly Pollock Group are an excellent complement to the elite community of advisors we’ve invited to join our company,” Christopher Dupuy, co-president of Rockefeller Global Family Office, said in a statement. “We’re excited to welcome them aboard and to bring the Rockefeller experience to clients and families in this vital and growing region.”
