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THE JETER REICH GROUP

Providing thoughtful guidance & uncommon solutions, enabling you to experience life to the fullest.

The Jeter Reich Group believes in the Golden Rule. We treat everyone as we would want to be treated.  That philosophy is one of the reasons we enjoy long lasting partnerships with each of our clients. 

We start by developing a relationship with you built upon mutual respect and understanding.  Then we use our skills and resources to help you realize the success you’ve worked so hard to achieve.  Whatever your definition of success may be, we want to help you get there.   

As a Father/ Daughter team, we are able to offer you an uncommon perspective on all things related to wealth, estate, and family.   As a former Marine, both an entrepreneur and seasoned industry veteran, and member of the baby boomer generation, Ed has extremely valuable experience and insights to share.  As a working mother of three young kids, women’s advocate, and community volunteer, Heather has a very different, yet equally valuable, perspective.  As a world traveler, new mother, and philanthropist, Jenna completes our team with her invaluable skills and attention to detail.  The combination of our unique points of view and our personal relationship built upon a foundation of love, trust, and respect makes for a wholistic, well-rounded, and sincere experience that you will not be able to find anywhere else.   

Add to the above, the quality and excellence of the resources and team at Rockefeller Global Family Office as a whole, and we have a service offering of which we are exceptionally proud.  Our team is headquartered in Atlanta, Georgia, and we proudly serve clients anywhere in the world they may choose to be, with special concentration in the southeast and the US Virgin Islands. 

It would be our pleasure to serve you.  Please contact us to schedule an introduction with The Jeter Reich Group. 

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.

ED JETER

Private Wealth Advisor, Senior Vice President
EJeter@rockco.com
(404) 476-2390

HEATHER REICH

Private Wealth Advisor, First Vice President
HReich@rockco.com
(404) 476-2391

JENNA BELL

Senior Client Associate
JBell@rockco.com
(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.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

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

Private Health Advisory
• 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
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

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.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Broken Promises
Broken Promises
The rise and fall of an “altruistic billionaire”
Game of Thrones
Game of Thrones
Political fratricides & the weaponization of oil
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
A Conversation with Chip Kaye, CEO of Warburg Pincus
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ED JETER

ED JETER

Private Wealth Advisor, Senior Vice President

 

Ed Jeter is a Private Advisor and leader of The Jeter Reich Group at Rockefeller Global Family Office. 

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. 

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 four grandchildren. Ed loves all sports, especially Southeastern Conference (SEC) football.

 

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HEATHER REICH

HEATHER REICH

Private Wealth Advisor, First Vice President

 

Heather Reich is a Private Advisor and founding member of The Jeter Reich Group at Rockefeller Global Family Office. 

Heather loves working with her clients and helping them feel comfortable with and confident in their financial plan and investment strategy.  She finds great satisfaction in empowering individuals, particularly women and female entrepreneurs, to take control of their finances & investments.  Heather is also passionate about helping parents educate their children about the incredibly important skill of personal finance (an effort she works on daily with her own children!). 

Heather leads a specialized service area within The Jeter Reich Group focused on supporting women who are contemplating, in the midst of, or recently on the other side of the divorce process: "The Next Chapter."  Heather believes that when going through a life changing experience like divorce, women need thoughtful financial guidance.  She assists her clients in considering what assets should be pursued and how to structure the post settlement investment process, income strategy, and financial plan.  Her ultimate goal is to help each client feel in control, well-organized, and financially prepared when she enters her Next Chapter. 

Heather received her degree in Business Management from the Georgia Institute of Technology.  She currently serves on the steering committee for the Rockefeller Women's Inclusion Network, the Executive Board of the PTA at her daughters' school, and the Board of Directors for Lifeline Animal Project (a non-profit organization based in Atlanta 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 three children and two 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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JENNA BELL

JENNA BELL

 Senior Client Associate

 

Jenna Bell is the Senior Client Associate for The Jeter Reich Group at Rockefeller Global Family Office.  

Jenna has over 17 years of experience in the financial services industry, in both banking and wealth management. She began her career working for BB&T, crossing over into wealth management with Merrill Lynch and most recently Morgan Stanley, prior to the team joining Rockefeller. She continues to play an active role in working with and helping to meet the needs of The Jeter Reich Group’s clients .  She 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 native, Jenna enjoys being involved in the community and has volunteered as a high school girls small group leader and a respite provider for children in foster care. She 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, and reading. Jenna and her husband and son live on Lake Lanier and enjoy all things outdoors. Jenna holds a BBA degree in Finance from Georgia Southern University.   

 

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