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In the News

Rockefeller Hires $4.5-Mln Morgan Stanley and $3-Mln Merrill Teams

Posted by Deborah Aronson

February 24, 2020

Rockefeller Capital has added two more wirehouse notches to its widening belt, recruiting a $1.5 billion-asset team from Morgan Stanley Private Wealth in New York and a Philadelphia-area team from Merrill Lynch Wealth Management servicing about $500 million of client assets, according to sources.

The two-advisor team that Rockefeller hired to open its first Philadelphia-area outpost (in Conshohocken) is led by Jeff H. Harvey, who had been with Merrill for all of his almost 26-year brokerage career until Friday, according to his BrokerCheck history.

The team, which also includes 13-year Merrill lifetime broker Sean Seese, produced about $3 million, the Rockefeller spokeswoman said. In addition to the two brokers, they moved with three associates, while one remains at Merrill.

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About Deborah Aronson

Manager – Known for her open and transparent communication skills, and a personal commitment to understanding the needs and goals of the advisors she works with, Deborah acts as their sounding board, educator and trusted partner throughout their journey of finding the right fit for the next stage of their business life. Learn more...

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