Margot Dwyer

Private Advisor, First Vice President

Prior to joining Rockefeller in 2021, Margot had been at Merrill Lynch Wealth Management since 2000. She focuses on the financial planning process, family governance and generational wealth transfer. She has significant experience and expertise educating clients on various strategies related to equity compensation.

Margot is a CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. She graduated Magna Cum Laude from Ball State University with a degree in Corporate Finance and Financial Institutions.

Margot resides in Carmel with her husband and 3 children. She and her family are instrumental in the foster and adoption of animals locally through Redemption Rescue and are involved in various other volunteer activities.