Rockefeller Capital Management today announced that the Maxwell Group of Woodlands, Texas, has joined the firm’s Rockefeller Global Family Office.
The eight-member team based is led by Managing Director and private advisor Kyle Maxwell, a 17-year industry veteran. the team has more than 100 years of combined experience in providing strategic wealth planning advice to discerning clients, among them individuals, families, and small businesses. The group joins from Merrill Lynch and will report to Central Division Director Michael Armondo.
Members of the Maxwell team include senior vice presidents and private advisors Adam James Loveless and Barry Johnson; vice presidents and private advisors Shawna Alexander, Kevin Hermis and Sean Foust; and senior client associates De’An Tate and Stacie Harris.
“The Maxwell Group’s strong record of client service and growth is a perfect fit with our existing offering and the communities we serve. We look forward to partnering with this talented team as we expand our presence in the firm’s Central Division,” said Armondo.