Colton Outcalt is a Private Advisor, Senior Vice President in Rockefeller Capital Management’s Boca Raton, Fla., office. He specializes in delivering custom solutions to a small group of ultra-high-net-worth clients and family offices. This process typically starts with estate planning conversations that lead to tax efficient investing strategies.
Colton began his career at Morgan Stanley in 2013. While there, Colton was named to the firm’s Pacesetter’s Club in 2016 and again in 2019. This global recognition is for financial advisors who demonstrate the highest professional standards and client service while being in the top percentage of new assets under management (AUM).*
He received his Bachelor of Science degree in Finance from Florida State University and is a supporter of various non-profits including: Seminole Boosters, New Story and Saint Andrews School of Boca Raton. He maintains his Series 7 and 66 licenses and has also passed his Securities Industry Essentials Exam. He enjoys wine, golfing, attending sporting events and traveling.
Colton was awarded Forbes’ Best-In-State Top Next-Gen Wealth Advisor for 2023.*
Examples of Financial Engagements:
Estate Planning/Investment Strategy creation for entrepreneur selling software business in excess of 62 million
Advised lead investors of 3 Billion Dollar SPAC transaction
Advised founder of current NASDAQ listed company pre and post IPO
Advise Florida Single Family Office with AUM of 1.5 Billion
Executed Custom Lending solution for primary residence of 30 million
Advised three families on private aviation ownership/leasing options
*For more information about the selection criteria for each award, please consult the sponsor’s website. Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.
*The Forbes “Best-In-State Top Next-Gen Wealth Advisors” ranking discussed above was designated in August 2023 lasts 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.
Areas of Expertise
Senior Portfolio Manager – Stocks, Bonds, ETFs and SMA Strategies commonly used Custom Lending
Family Offices/Private Equity
Alternative Investments – Real Estate, Hedge Funds and Private Credit
Corporate 401K Plans