Avery D R.
Senior Client Experience Manager, Merlin Wealth Management
- Role
- Senior Client Experience Manager at Rockefeller Capital Management
- Location
- Decatur, GA, US
- LinkedIn followers
- 500 followers
About Avery D R.
Financial services professional with 7+ years of experience in client experience, operations, and wealth management. Currently serving as a Senior Client Experience Manager at Rockefeller Capital Management, where I lead a team and oversee complex financial transactions for high‑net‑worth clients while ensuring full regulatory compliance.Licensed with FINRA Series 7, 66, 9, 10, and 24, I bring extensive knowledge of financial regulations, and operational risk management. I hold a BA in Economics from Clark Atlanta University and am currently pursuing my Master of Science in Financial Planning and Consumer Economics at the University of Georgia.My graduate studies are deepening my expertise in financial wellness, compliance, and long‑term planning. Upon completion, I plan to pursue the CFP® certification to further expand my capabilities in financial planning and client advisory services.
Experience
Senior Client Experience Manager
Rockefeller Capital Management
Jan 2024 — Present · Atlanta, GA, US
Education
The University of Georgia
Master of Science, Financial Planning, Housing & Consumer Economics
Towers High School
High School Diploma
2003 — 2007
Clark Atlanta University
Bachelor of Arts, Economics
2008 — 2013
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.