Our Staff

JEFFREY J. ROCKEFELLER, MBA

Dr. Jeff Rockefeller is the principle and founder of Rockefeller & Assoicaties, specializing in Physicians Wealth Planning.  He began his career in the Financial Services industry over nine years ago, but his original background was in medicine.  He has been a practicing Podiatric Physician for over 25 years in the Jupiter area.  This background makes him uniquely qualified to relate to the needs of physicians from a broad spectrum of ages and backgrounds.  Jeff can also offer his expertise in addition to his own personal experience in helping  physicans navagate toward financial security and success.  He understands that, while a private medical practice is a small business, physicians truly have their own unique planning needs.

Recognizing the importance of education, Jeff earned an MBA from Florida Atlantic University, specializing in Financial Planning.  He is a member of both Beta Gamma Signa (Nationial Business Honor Society) and Phi Kappa Phi honor societies.  In addition to his degree, he holds series 6, 63, 7 and 24 securities licenses along with a Florida State Health, Life and Variable Annuity License.  Dr. Rockefeller is presently a candidate for CFP^® certification.