Jake Myers, CFP®

Originally from Saint Simons Island, Georgia, Jake Myers moved to Atlanta in 2022 to work for Rockefeller’s Wealth Strategy Group. As a Wealth Planner in the Family Office, Jake provided ultra-high-net worth clients with financial, estate, income tax, and philanthropic planning advice and services.  

He joins the team with a B.A. in Economics and Communication Studies from Davidson College, where he also played Division I soccer. He currently serves as the team’s Financial Planning and Investment Associate, assisting clients with estate modeling, income tax and cash flow projections, investment reporting, and sensitivity analyses. He began his career at Rockefeller Capital Management as an intern in 2021. 

Jake is a CERTIFIED FINANCIAL PLANNER™.