Rockefeller adds $2.1B Merrill team in Columbus expansion
Rockefeller Global Family Office is expanding in Ohio by adding the Jones Wealth Partners team, previously affiliated with Merrill, to open a new Columbus office. The team reportedly manages about $2.1B in assets and serves high-net-worth families. Rockefeller says the move increases its wealth management presence in Ohio and follows earlier Florida expansion and AI platform plans using Anthropic’s Claude.



