Tim White

Meet Tim.

Tim White advises clients on financial strategies and planning built around their goals. His background includes constructing traditional portfolios, evaluating alternative investments, and helping clients access lending and banking solutions. He is part of Rhodes White Bazan Wealth Partners and previously advised clients at Merrill Lynch.

Before your first conversation.

Areas of focus

Goals-based planning · Investment management · Alternative investments · Lending coordination

Credentials recorded in sources

CFP®

Investment minimum

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Fees & compensation

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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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