Savannah Vessell Dunn

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Rockefeller Capital Management
  Atlanta, GA
• 01/2023 → 01/2024
  Global One Financial, A Division Of Synovus Bank
  Atlanta, GA
• 05/2019 → 01/2023
  Jrsv, Inc.
  Brentwood, TN
• 08/2015 → 05/2019
  Student At Auburn University
  Auburn, AL
• 08/2011 → 08/2019
  Student At Brentwood High School
  Brentwood, TN

Exams

• S66 Uniform Combined State Law Examination
  2025-05-05

Other Names

• Savannah Dunn
• Savannah D Vessell
• Savannah Vessell