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We are a multigenerational family team serving the wealth management needs of other multigenerational families.

The Jeter Reich Group believes in the Golden Rule. We treat our clients as we would want to be treated, first developing a foundation of mutual respect and understanding, then working together towards the shared goal of helping our clients realize the success they’ve worked so hard to achieve.

Headquartered in Atlanta, Georgia, we are a Father/Daughter team dedicated to serving the complex needs of our clients’ families and businesses.  To best serve your family, we support the needs of the eldest grandparents to the youngest children and anticipate the needs of future generations to come. We are dedicated to educating everyone in the family, making sure all members fully understand our recommended strategies and are comfortable with the path forward.

For our institutional investor clients, we offer differentiated investment opportunities only available to clients of Rockefeller, an unparalleled expertise in Sustainable Investing, and access to a rich history of philanthropic investing and foundation management. 

While our immediate team resides in the metro Atlanta area, our capabilities enable us to service clients across the entire continent including residence of the Caribbean and the US Virgin Islands.

As such, The Jeter Reich Group is perfectly aligned with the mission of Rockefeller Capital Management. With the strength and flexibility of the Rockefeller platform, we are able to serve our clients in a nimble and creative yet robust and distinguished manner, leveraging the unparalleled resources available to meet all of our clients’ wealth-related needs.

It would be our pleasure to serve you.

Please contact us to schedule an introduction with The Jeter Reich Group.


(404) 476-2392

3560 Lenox Road NE
Suite 1100
Atlanta, GA 30326

“We value each client as an extension of our family. Our process is simple: Listen intently then deliver thoughtful solutions utilizing legendary resources uniquely developed by the Rockefeller family.”

Ed Jeter, Private Wealth Advisor

The Jeter Reich Group believes in the Golden Rule. We treat our clients as we would want to be treated, first developing a foundation of mutual respect and understanding, then working together towards the shared goal of helping our clients realize the life they’ve always dreamed of.


Private Wealth Advisor, Senior Vice President
(404) 476-2390


Private Wealth Advisor, First Vice President
(404) 476-2391


Senior Client Associate
(404) 476-2392

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

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Planning in a Challenging Market
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Private Wealth Advisor, Senior Vice President


Ed Jeter is a Private Wealth Advisor and leader of The Jeter Reich Group at Rockefeller Capital Management.

Before joining Rockefeller Capital Management in February 2020, Ed was Senior Vice President at Morgan Stanley. A Financial Advisor since 2001, he has assisted hundreds of clients, both individuals and families, in developing effective financial plans and managing their assets in pursuit of their financial goals. Ed and his daughter, Heather Reich, complement the team’s ability to serve the wealth planning and management needs of multigenerational families.

Prior to becoming a Financial Advisor, Ed had a career in distribution/logistics/supply-chain management. Having climbed the corporate ladder with several organizations, he started his own company to satisfy his entrepreneurial goals.

Ed, who grew up in Memphis, Tenn., earned a Bachelor of Science degree in Operations Analysis from the U.S. Naval Academy in Annapolis, Md. Upon graduation, he was commissioned as an officer in the U.S. Marine Corps. After more than six years of service, he was honorably discharged. His strong analytical skills and financial acumen developed as a military officer have served him well as a corporate executive, entrepreneur and Financial Advisor.

An expert in retirement planning, Ed has earned the Chartered Retirement Planning Counselor (CRPC®) designation.

Ed and his wife, Carmen, live in Marietta, Ga., and enjoy spending time with their four children and three grandchildren. Ed loves all sports, especially Southeastern Conference (SEC) football.

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Private Wealth Advisor, First Vice President


Heather Reich is a Private Wealth Advisor and part of The Jeter Reich Group at Rockefeller Capital Management.

She focuses on family wealth management and Foundation investment management. She strives to empower individuals, particularly women and female entrepreneurs, helping them take control of their financial lives.  Additionally, she is passionate about helping parents educate their children about the incredibly important skill of personal finance.

To spread financial knowledge and goodwill, she enjoys hosting educational seminars and social events. She is passionate about helping clients organize their finances and plan for the future and believes that to thrive, one must be organized. She and her father, Ed Jeter, complement the team’s ability to serve the wealth planning and management needs of multigenerational families.

Previously, Heather had been a Financial Advisor at Morgan Stanley since 2018. Before that, Heather worked in commercial real estate for 15 years. Most recently, she was a Senior Director at a global commercial real estate firm, where she excelled at client service and corporate account management.

Heather received her B.S. in Business Management from the Georgia Institute of Technology. She was an active member of Zeta Tau Alpha and multiple philanthropic organizations, including the Susan G. Komen Foundation, Alliance for Lupus Research and Atlanta Boxer Rescue. She currently serves on the Board of Directors for Lifeline Animal Project, a 501(c)(3) non-profit organization based in Atlanta, Georgia working to end the euthanasia of healthy and treatable dogs and cats in metro Atlanta shelters.

Heather and her husband, David, live in Peachtree Corners, Ga., with their two daughters and three rescue dogs. As a family, they enjoy attending the girls’ sporting events and regular family movie nights. Additionally, Heather loves interior design, crafting and walking their dogs.

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Senior Client Associate


Jenna Bell is a Senior Client Associate for The Jeter Reich Group at Rockefeller Capital Management.

Jenna has over 15 years of experience in the financial services industry, in both banking and wealth management. Prior to joining Rockefeller, Jenna began her career in wealth management with Merrill Lynch and joined Morgan Stanley in 2008. She continues to play an active role in working with and helping meet the needs of The Jeter Reich Group’s clients, and understands that impeccable client service is of the highest importance to the team. Jenna takes pride in cultivating strong relationships with multiple generations of family wealth.

An Atlanta, GA native, Jenna actively supports breast cancer awareness and has participated in many walks and runs for the cause. In her free time, she enjoys cheering for the Georgia Bulldogs, traveling, reading and all things outdoors. Jenna holds a BBA degree in Finance from Georgia Southern University.

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