Scott Breckenridge serves as a Private Advisor and Vice President at Rockefeller Capital Management, where he leverages over a decade of experience in wealth management to provide tailored financial solutions for his clients. Since joining Rockefeller in 2020, Scott has been instrumental in enhancing the...
Scott Breckenridge serves as a Private Advisor and Vice President at Rockefeller Capital Management, where he leverages over a decade of experience in wealth management to provide tailored financial solutions for his clients. Since joining Rockefeller in 2020, Scott has been instrumental in enhancing the firm’s commitment to delivering comprehensive wealth management services. His background, which includes more than ten years at Merrill Lynch Wealth Management, has equipped him with a deep understanding of risk management and diversification strategies, particularly crucial in today’s volatile financial landscape.
At Rockefeller, Scott focuses on helping clients achieve their financial goals through a hands-on approach that emphasizes personalized service and dynamic investment strategies. He is dedicated to understanding both the near- and long-term financial objectives of his clients, ensuring that their portfolios are not only aligned with their aspirations but also resilient against market fluctuations. His expertise in portfolio management, asset allocation, and wealth preservation allows him to craft customized investment strategies that cater to the unique needs of each client.
Scott’s role at Rockefeller also involves collaborating with a team of seasoned financial professionals at Linker Hodges Wealth Partners, where the mission is to empower clients to lead financially secure lives. By combining his extensive knowledge of investment strategies with a commitment to client education, Scott plays a pivotal role in guiding individuals and families through the complexities of wealth accumulation and preservation. His proficiency in utilizing advanced financial tools, alongside a strong foundation in marketing and client relationship management, positions him as a trusted advisor in the wealth management industry.
