Sophia Stuart-Rockefeller
If it doesn’t make dollars - it doesn’t make cents.
- Role
- Financial Advisor at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Sophia Stuart-Rockefeller
Integrity first, Service before self, Excellence in all we do.I am looking to connect with families for a wealth management conversation. Additional to overall wealth management, my specialties are- Tax optimization strategies- Estate planning (wealth transfer to next generations)- Concentrated stock positions strategy- Real Estate financing strategies And how can I return the favor and be useful to you?
Experience
Financial Advisor
Mar 2024 — Present · Bridgewater, NJ, US
Financial Planning and Wealth Management.
Education
Southern New Hampshire University
Bachelor's Degree
2018 — 2020
Community College of the Air Force
Associate's degree, Finance, General
Belarusian State University
Master's Degree
2002 — 2004
National Academy of Sciences of Belarus
Doctor of Philosophy - PhD, Physical Chemistry
Dartmouth College
Postgraduate Degree, Nanotechnology
Cornell University
Executive MBA, Business Administration and Management, General
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