Jeffrey Towner, CEPA®, CPWA®

Jeff Towner joined Rockefeller Global Family Office as a Private Advisor and Managing Director on Axiom Wealth Partners.  Prior to Rockefeller, Jeff was with Merrill Lynch Wealth Management since 1996. During his tenure with Merrill, he was a founding member of the group. Before Merrill, Jeff spent 11 years with the institutional trust division of Comerica Bank.

Jeff develops tailored financial strategies for a select group of highly successful clients, helping them reach their goals of preserving and growing wealth, diversifying business interests, and leaving behind a lasting legacy. Over two decades, Jeff has developed significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families.

In his spare time, Jeff loves to be outdoors, and he is an active sailor and fisherman. Jeff is a member of the Ruffed Grouse Society and serves on the Board of Directors for the Saint Mary’s Foundation. Jeff and his wife, Julie, live in East Grand Rapids with their youngest daughter, and they also have two adult children.

Jeff holds the Certified Private Wealth Advisor® (CPWA®) designation, an advanced professional certification for advisors who serve high-net-worth clients. He graduated from Kalamazoo College with a Bachelor of Arts degree in Economics.