October 16, 2023
By Alex Padalka
Rockefeller Global Family Office announced that it has lured a team of UBS advisors.
Bridgeline Wealth Partners, led by Managing Directors and private advisors Travis Propst and J. Trent Douglas, joins Rockefeller in Atlanta, according to an announcement by the hiring firm.
Propst has been in the financial services industry since 1996 and with UBS since joining the wirehouse from Merrill Lynch in 2012, according to BrokerCheck.
Douglas began his industry career at Merrill, in 2002, and moved to UBS in 2014, according to his BrokerCheck profile.
He joined the Bridgeline team the same year, Rockefeller said.
Propst and Douglas’ team at UBS managed $963 million as of April, according to Forbes.
Bridgeline also includes Senior Wealth and Investment Strategy Associate Ryan Brady and Senior Client Relationship Manager Jaimie Crook, Rockefeller said.
The team will report to Rockefeller’s Southeast divisional director Kristen Sario, according to the firm.