Leo Harrison

Leo Harrison joined Rockefeller Global Family Office in 2024, bringing over 45 years of experience in the financial industry. Prior to joining Rockefeller, Leo was a Vice President and Senior Financial Advisor at Merrill Lynch. He began his career at Merrill Lynch Wealth Management in 2013, where he has been instrumental in developing personalized portfolios tailored to meet the specific needs of his clients.

Leo specializes in individual retirement income tactics for retirees and those considering retirement, creating efficient strategies to manage concentrated equity positions, and constructing plans for generational wealth transfer. His extensive experience has made him a trusted advisor to many.

At Rockefeller, Leo continues his commitment to providing exceptional financial guidance, ensuring that each client’s unique goals are met with precision and care.