Rockefeller Recruits Merrill Lynch Team with $5 Billion AUM

January 22nd, 2024, 1:30 PM

Rockefeller Global Family Office recruited a 26-person Merrill Lynch team in Grand Rapids, Michigan, led by Jeffrey Towner, David Lund, Brett Howell and Craig Sharp.

The team manages $5 billion in client assets and generates $16 million in annual revenue. Operating under the name Axiom Wealth Partners, the team established a new office for Rockefeller.

AdvisorHub reports that the team's transition to Rockefeller Global Family Office had been in progress for nearly nine months, despite industry predictions suggesting that the growth of mega teams with five or more advisors would make large wirehouse teams moving en masse more challenging.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

Rockefeller Recruits Merrill Lynch Team with $5 Billion AUM

January 22nd, 2024, 1:30 PM

Rockefeller Global Family Office recruited a 26-person Merrill Lynch team in Grand Rapids, Michigan, led by Jeffrey Towner, David Lund, Brett Howell and Craig Sharp.

The team manages $5 billion in client assets and generates $16 million in annual revenue. Operating under the name Axiom Wealth Partners, the team established a new office for Rockefeller.

AdvisorHub reports that the team's transition to Rockefeller Global Family Office had been in progress for nearly nine months, despite industry predictions suggesting that the growth of mega teams with five or more advisors would make large wirehouse teams moving en masse more challenging.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All