
Mitchell S. Rock
With 30 years of Wall Street experience, and backed by the vast resources of Wells Fargo Advisors,... | New York, New York, United States
*50 free lookup(s) per month.
No credit card required.
Mitchell S. Rock’s Emails mi****@we****.com
Mitchell S. Rock’s Phone Numbers No phone number available.
Social Media
Mitchell S. Rock’s Location New York, New York, United States
Mitchell S. Rock’s Expertise With 30 years of Wall Street experience, and backed by the vast resources of Wells Fargo Advisors, the Rock Financial Strategies Group is a team of experienced professionals dedicated to delivering comprehensive strategic investment advice and planning solutions to a select group of affluent families. Our mission is clear - to help preserve and protect assets which in many cases have been created over a lifetime of hard work. Our team strives to provide a comprehensive suite of services ranging from wealth management and investment planning to providing clients with access to lending and banking services through affiliates. All of this is done while delivering a client experience similar to what you would expect to get from a much smaller investment boutique. In short, his team was built to work with a select group of affluent families. Mitchell wants his clients to feel safe and takes comfort in knowing his mission is to help them any way he can, regardless of direction. Rock Solid - To Preserve and Protect Your Wealth. Mitchell has a BA in Accounting from The George Washington University, and an MBA in Finance from New York University. Prior to joining Wells Fargo Advisors, he held similar positions in the private client groups of Morgan Stanley, UBS, and Oppenheimer & Co. He started his career as the Director of Research at a hedge fund, where he designed sophisticated multi-asset portfolios for institutional investors utilizing non-traditional asset classes. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of New York, New Jersey, Connecticut, Virginia, Maryland, District of Columbia, California, Massachusetts and Texas, Alabama, Colorado,Delaware, Florida,Nevada, Pennsylvania.
Mitchell S. Rock’s Current Industry Wells Fargo Advisors
Mitchell
S. Rock’s Prior Industry
Oppenheimer
|
Ubs
|
Morgan Stanley
|
Wells Fargo Advisors
Not the Mitchell S. Rock you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Wells Fargo Advisors
Managing Director - Investments
Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley
Senior Vice President / Financial Advisor
Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Senior Vice President
Tue Aug 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Oppenheimer
Executive Director
Fri Jan 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)