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The Jones Connolly Pollock Group

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To be nimble and steady, flexible, and focused, personal, and professional. To be singular in the mission of serving clients and their families. To build and preserve legacies of the families and institutions we serve. This is the purpose of the Jones Connolly Pollock Group.

With the resources of Rockefeller Capital Management, we are able to serve our clients’ every financial need – for individual investors, investment management, cash flow, tax planning, succession, and retirement planning, for multi-generational families, with trusts, estate planning and wealth transfer. We also specialize in providing comprehensive asset management and governance advice to foundations, endowment and other not for profit entities.

We embrace the standards established by the Rockefeller family legacy and the guardians who have skillfully helped it thrive throughout seven generations and counting. The trends they’ve weathered, the familial bonds they’ve nurtured, and the positive impact they’ve had on society are our benchmarks.

We’re inspired that you’re here.

The Jones Connolly Pollock Group

689-345-9425

271 West Canton Ave
Suite 100
Winter Park, FL 32789

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

The Jones Connolly Pollock Group’s mission is to serve you, your family, and the institutions in your community. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

GARRETT M. JONES, CIMA®, CPWA®, CPFA®

Private Advisor, Managing Director
GJones@rockco.com
689-345-9410
Biography +

SEAN P. CONNOLLY, CPFA®

Private Advisor, Managing Director
SConnolly@rockco.com
689-345-9411
Biography +

GREGORY H. POLLOCK

Private Advisor, Managing Director
GPollock@rockco.com
689-345-9412
Biography +

PHILLIP T. DOBBS, CPFA®, CFP®

Private Advisor, Senior Vice President
PDobbs@rockco.com
689-345-9413
Biography +

ERIN WALTERS

Senior Client Associate, Vice President
EWalters@rockco.com
689-345-9419
Biography +

LINDA C. PAUL, CRPC®

Senior Client Associate, Vice President
LPaul@rockco.com
689-345-9417
Biography +

TIM MAGID, CFP®, CRPC®

Client Relationship Manager, Associate Vice President
TMagid@rockco.com
689-345-9415
Biography +

JENNIFER ANDERSON, CFA

Investment Associate, Associate Vice President
JEAnderson@rockco.com
689-345-9414
Biography +

JAMES S. POLLOCK

Client Relationship Manager, Associate Vice President
JPollock@rockco.com
689-345-9420
Biography +

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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.

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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

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 team of trusted advisors is committed to guiding you and your family through your most important financial decisions.”
Garrett M. Jones, Private Advisor, Managing Director
“We are privileged to help our clients navigate the complexities of multi-generational wealth. Together with Rockefeller, we can deliver the highest quality of expertise and service available anywhere.”
Gregory H. Pollock, Private Advisor, Managing Director
“We like to think of ourselves as stewards of our client's futures. As part of Rockefeller, we’re in the best possible position to serve them in that way.”
Sean P. Connolly, Private Advisor, Managing Director
“Our team of trusted advisors is committed to the client experience. We are honored to take part in building their legacy for generations to come.”
Phillip T. Dobbs, Private Advisor, Senior Vice President
Our Ideas
Respect the Lags
Respect the Lags
The business cycle has not short-circuited
The Regulatory Golden Rule
The Regulatory Golden Rule
Whoever has the gold makes the rules
Unnecessary Brinkmanship
Unnecessary Brinkmanship
Political theatrics over a still unsustainable fiscal trajectory
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News
Business Wire - May 8, 2023
Rockefeller Asset Management and KraneShares Announce Partnership to Launch ETFs Seeking to Deliver Alpha
Business Wire - June 20, 2023
Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team
Business Wire - August 1, 2023
Rockefeller Asset Management Launches U.S. Small Cap Core Fund, Adding to Its Active Lineup of Small Cap Strategies
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
GARRETT M. JONES, CIMA®, CPWA®, CPFA®

GARRETT M. JONES, CIMA®, CPWA®, CPFA®

Private Advisor, Managing Director

 

Garrett Jones is a Private Advisor and Managing Director at The Jones Connolly Pollock Group within the Rockefeller Global Family Office. He has been recognized on *Forbes “Best in State Wealth Advisor” list in 2019, 2020, 2021, and 2022. Prior to joining Rockefeller, Garrett spent almost 23 years at Merrill where he focused on providing process driven financial advice to institutions and affluent families. Garrett also oversaw the financial modeling, portfolio structure and risk management strategies for the team’s individual and institutional clients. As a Global Institutional Consultant at Merrill, Garrett was one of a limited number of advisors firm wide who were designated to deliver a range of investment consulting services to institutional clients. He began his career at Merrill as a financial planning specialist for Merrill’s Central Florida complex, where he provided a broad range of advice and guidance to the firm’s financial advisors and their clients.

Garrett received his undergraduate degree in Economics from New College of Florida and graduated with honors from Florida State University College of Law. Prior to Rockefeller and Merrill, he practiced labor and employment law for the Orlando branch of a national labor/employment law firm with a focus on employee benefits litigation (ERISA). Garrett holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations from the Investments and Wealth Institute™. 

Garrett is an active member of the community and serves on the finance committee at Saint Margaret Mary Catholic Church, as the Chairman of the Board for Jobs Partnership, and as a board member for the Winter Park Health Foundation. He is also a former board member for Florida Hospital for Children. Garrett, his wife and four children reside in Maitland.

 

*The Forbes "Best in State Wealth Advisors” rankings discussed above were designated from 2019-2022 and each last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

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SEAN P. CONNOLLY, CPFA®

SEAN P. CONNOLLY, CPFA®

Private Advisor, Managing Director

 

Sean Connolly is a Private Advisor and Managing Director with The Jones Connolly Pollock Group within the Rockefeller Global Family Office. He was recognized on the Forbes “Best in State Wealth Advisor” list in 2019, 2020, and 2021. Sean has provided investment advice and guidance to C-suite executives, entrepreneurs, wealthy families, nonprofit organizations and institutional clients since 1999. Prior to joining Rockefeller, Sean was an Advisor at Merrill from 2003 to 2023. He also spent time at an independent investment firm that specialized in the international financial markets and institutional investors. 

Sean focuses on reducing the complexities and simplifying the lives of affluent clients and institutions. In doing so, he has built a boutique-style investment and planning wealth management team composed of highly talented professionals. By utilizing a team approach to advising clients, the team is able to address the unique circumstances that develop as wealth grows, families’ age, and institutions expand. Their advice and guidance includes cash flow and budget planning (for families, non-profit organizations, and institutions), concentrated public and private stock strategies, pre- and post- transaction planning, trust and estate planning services, generational financial education, asset management and board governance strategies, as well as providing access to investment policy services. 

Sean and his wife have lived in Winter Park since 1992 and have three daughters. Both are proud graduates of Rollins College and are very active in many community activities including Little League, Rollins College, Lake Highland Preparatory School, The Boys & Girls Club, and St. Margaret Mary’s Church.  

 

*The Forbes "Best in State Wealth Advisor” rankings discussed above were designated from 2019-2021 and each last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award. 

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PHILLIP T. DOBBS, CPFA®, ChFC®, CFP®, SRBC

PHILLIP T. DOBBS, CPFA®, ChFC®, CFP®, SRBC

Private Advisor, Senior Vice President

 

Phil Dobbs is a Private Advisor and Senior Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Drawing on his previous experience as an entrepreneur and small business owner, Phil provides process driven financial advice to affluent families and institutions. Phil and his team are adept at harnessing the firm’s resources and capabilities and delivering robust and holistic strategies in a boutique like environment. 

Phil's role on the team is working closely with the client to create a long-term plan as wealth grows, families age and institutions expand. He takes into account client’s sensitivity to risk, personal timelines, lifestyle needs and long-term goals as he analyzes both sides of the balance sheet to identify gaps and capitalize on more efficient opportunities. Within the planning sleeve, Phil is responsible for budget planning, cash flow modeling, concentrated stock strategies and intergenerational wealth transfer. 

Prior to Rockefeller, Phil was an Advisor with Merrill Lynch Wealth Management. He earned his bachelor’s degree in Business Management from Texas Tech University. Phil is a CERTIFIED FINANCIAL PLANNER™ certificant. He held Merrill’s internal designation of Retirement Benefits Consultant, which is reserved for financial advisors who have the experience and have demonstrated the ability to address complex needs of corporate and institutional retirement plans. 

Phil resides in Maitland, FL with his wife, Elizabeth and their son and is actively involved in Florida Citrus Sports. 

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JENNIFER ANDERSON, CFA

JENNIFER ANDERSON, CFA

Investment Associate, Associate Vice President

 

Jennifer Anderson is an Investment Associate and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Jennifer applies her analytical skills in building client portfolios for institutional and high-net-worth clients, as well as creating and maintaining internal operational processes for the team. Jennifer focuses on maintaining portfolios that reflect client objectives, risk tolerance, cash flow needs, and liquidity requirements, tracking and measuring portfolio performance. Prior to Rockefeller, Jennifer was an Invesment Management Specialist with Merrill Lynch. 

Originally from the Chicago area, Jennifer earned a B.A. in English Literature from the University of Illinois – Urbana Champaign. Jennifer then went on to earn a Master’s in Business Administration with a concentration in Finance and International Business from the Rollins College Crummer Graduate School of Business in Winter Park, Florida. Jennifer holds the Chartered Financial Analyst designation and resides in College Park in Orlando, Florida with her husband.  

Jennifer remains involved with her graduate school by serving as a mentor and as a member of the Alumni Board of Directors, and serves as an Alumni Advisor for her sorority.

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TIM MAGID, CFP®, CRPC®

TIM MAGID, CFP®, CRPC®

Client Relationship Manager, Associate Vice President

 

Tim is a Client Relationship Manager and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office.

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ELLEN N. FULLER

ELLEN N. FULLER

Senior Client Associate, Vice President

 

Ellen Fuller is a Senior Client Associate and Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. She has worked in the financial services industry since 1994.  Prior to Rockefeller, Ellen worked as a Client Associate at Merrill Lynch Wealth Management.  Her primary responsibilities are client relationship management and servicing of accounts.  Passionate about delivering outstanding service, Ellen goes above and beyond to make sure clients administrative needs are handled in a proper and timely manner. 

Ellen can often be overheard sharing her love for cooking and discussing new recipes with clients.  In her free time, she enjoys spending time with family and friends.

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LINDA C. PAUL, CRPC®

LINDA C. PAUL, CRPC®

Senior Client Associate, Vice President

 

Linda Paul is a Senior Client Associate and Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Linda has worked in the financial services industry since 1992. Prior to joining Rockefeller, Linda was a Client Associate at Merrill Lynch. Her primary responsibilities are client relationship management and servicing of accounts.  Linda prides herself on providing an unmatched level of service and being able to provide administrative solutions in a timely manner.  She graduated from the University of Central Florida with a Bachelor of Science Degree in Finance and has also earned the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp. 

In her spare time, Linda enjoys spending time with family and friends, traveling and going to the movies. 

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KRISTINE J. GEORGE

KRISTINE J. GEORGE

Senior Client Associate, Vice President

 

Kristine is a Senior Client Associate and Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Kristine worked at Merrill Lynch Wealth Management as a Wealth Management Associate. She also worked in retail banking with Bank of America for 16 years. At Rockefeller, Kristine focuses on providing each client with a high level of personalized service and monitoring client satisfaction. 

Kristine is a graduate of the University of North Dakota with a B.A. degree in Business Administration. 

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ERIN WALTERS

ERIN WALTERS

Senior Client Associate, Vice President

 

Erin Walters is a Senior Client Associate and Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office.  Prior to joining Rockefeller, Erin was with Merrill Lynch Wealth Management between 2013 and 2023 with a previous 15 years of industry experience. Her focus is on delivering clients a premier experience and garnering relationships through communications. 

She graduated with a Bachelors of Science in Business Administration Finance from University of Central Florida.   

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JAMES S. POLLOCK

JAMES S. POLLOCK

Client Relationship Manager, Associate Vice President

 

James (Jim) Pollock is a Client Relationship Manager and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Jim was with Merrill Lynch Wealth Management from 2010 to 2023. He has a background in business development and administration as a professional in the technology and design industries. He focuses on developing financial strategies for high-net-worth individuals, their families, and their businesses to help them reach both their short-term and long-term financial goals. A core part of his business model is working with the families of individuals with special needs to help them meet their specific financial objectives.

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James E. KOFRON

James E. KOFRON

Investment Associate, Associate Vice President

 

James (Jim) Kofron is an Investment Associate and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Jim was with Merill Lynch Wealth Management from 2009 to 2023 after a successful 9-year career as a portfolio manager with an institutional money management firm. Additionally, he has extensive financial and treasury management experience with several major corporations.  

Jim holds the Chartered Financial Analyst® designation and has a B.S. in Business from Northwestern University and an MBA from the University of Michigan. Jim focuses on portfolio and corporate cash management strategies for institutions.

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GREGORY H. POLLOCK

GREGORY H. POLLOCK

Private Advisor, Managing Director

 

Greg Pollock is a Private Advisor and Managing Director at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Prior to joining Rockefeller, Greg was with Merrill Lynch Wealth Management from 1984 to early 2023. He has over 35 years of industry experience.  

Greg is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He focuses on assessing and mitigating risk, goal identification, financial modeling, investment selection, tax minimization strategies and plan design, implementation, and reviews.  

Greg Pollock was named to the *Barron’s Top 1000 Advisors in 2013 as well as the Barron’s America’s Top 1,200 Advisors: State by State list in 2014, 2015, 2016, 2017, 2018  2019, and 2020.

 

*The Barron’s Top 1000 Advisors rankings discussed above were designated in 2013 and last for a period of one year until new rankings are released. 

The Barron’s America’s Top 1200 Advisors: State by State List rankings discussed above were designated each year between 2014 and 2020 and last for a period of one year until new rankings are released. 

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

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