Mitchell Rock is a NY financial advisor who holds responsibilities with Ameriprise Financial Services as managing director of Rock Financial Strategies Group. Meeting the needs of high-net-worth clients, he works with individuals and families to define objectives and allocate assets in ways that grow and preserve wealth. Mitchell Rock’s position builds on a background with Wells Fargo Advisors, where he forged long-standing relationships with a client base primarily composed of present and former business owners.
Mr. Rock is a George Washington University graduate who earned his BBA in accounting. He then went on to earn an MBA at New York University. He began his career as a financial advisor with Oppenheimer & Co. in NY in 1993, and subsequently held managing director roles with firms such as Morgan Stanley and UBS Financial.
Reflecting his extensive wealth management experience, Mr. Rock was able to nearly double client assets under management to $250 million within a month of transitioning his practice to the Ameriprise employee platform. Over the past 5 years, he has earned a number of industry awards that reflect sustained client results. In his free time, he enjoys travel and regularly exercises and takes bicycle excursions.