Nan J. Ginger, CDFA®, CPFA™

Nan J. Ginger joined Rockefeller Global Family Office in 2024, bringing over four decades of wealth management expertise. Prior to joining Rockefeller, Nan was a Senior Vice President and Senior Financial Advisor at Merrill Lynch.

Nan began her distinguished career at Merrill Lynch Wealth Management in 1982 as a financial advisor. Throughout her tenure, she has earned a reputation for meticulous analysis and profound insights, serving the wealth management needs, estate planning issues, and money management goals of affluent individuals and businesses.

Nan holds the Certified Divorce Financial Analyst™ (CDFA™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. At Merrill Lynch, she served as a Senior Vice President and Senior Financial Advisor, where she provided exceptional financial guidance and strategic planning.

Her outstanding contributions to the field have been recognized by Forbes, naming her among the “Top Women Wealth Advisors” in 2020 and 2021, “Top Women Wealth Advisors Best in State” in 2022, 2023, and 2024, and “Best In-State Wealth Advisor” in 2021, 2022, 2023, and 2024.*

Nan graduated with honors from the University of Arkansas with a bachelor’s degree in finance and marketing. Outside of her professional life, she enjoys traveling, playing tennis, and spending quality time with friends and family.

*The Forbes Top Women Wealth Advisors, Top Women Wealth Advisors Best in State, and Best In-State Wealth Advisor rankings discussed above were designated on 2020 2021, 2022, 2023, and 2024 and 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.