John Bazan

Meet John.

John Bazan works with clients on wealth and investment management, beginning with their priorities and long-term goals. He is part of Rockefeller’s Rhodes White Bazan team in Dallas. His earlier experience includes advising high-net-worth clients at Merrill Lynch, and he holds a finance degree from the University of North Texas.

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Areas of focus

Wealth management · Investment management · Goals-based planning

Credentials recorded in sources

CPFA®

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Rockefeller Capital Management offers wealth management through Rockefeller Global Family Office, alongside investment management and investment banking businesses. Its wealth teams describe investment advisory, wealth strategy, family office solutions, trustee services, philanthropy, lifestyle advisory, and financial education for the next generation.

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