Elizabeth Wilson
Elizabeth Wilson is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Brentwood, TN, with 36 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,950 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.
Location
320 Seven Springs Way, Suite 15, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth is the Chair of the YMCA of Middle Tennessee, dedicating a few hours per week to this role. She is also a committee member of the Franklin First United Methodist Church Foundation Committee, spending minimal time on this activity.
Employment History
Current Registrations
Rockefeller Financial LLCBroker
Rockefeller Capital Management
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Monarch Advisory Group
LPL Financial LLC
Western Wealth Management LLC
Western Wealth Management LLC
Monarch Advisory Group
Belt and Johnson Financial Planning
LPL Financial LLC
LPL Financial LLCBroker
Firsttrust Money Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.