Renee Moreau

Senior Client Associate, Associate Vice President

Renee Moreau is a Senior Client Associate, Associate Vice President for Wahlberg Wealth Partners at Rockefeller Global Family Office. Renee was a Registered Senior Wealth Management Client Associate with the Wahlberg Team at Merrill® Private Wealth Management in Hartford, Connecticut. Renee works closely with clients to streamline their administrative and operational needs, offering the high touch service and reliable responsiveness that are her hallmarks. When a client has a question, needs a resource, or is wondering how to expedite a request, Renee is a steadfast problem-solver.

A veteran in her role, Renee provides the perspective and judgment to help clients organize their financial lives, resolve their inquiries, and regain precious free time. A trusted resource to multiple generations, Renee has a number of responsibilities within the team. Her areas of focus include client onboarding, account administration and transfers, online account facilitation, banking services, trading operations, and communications—both within the team and with a client’s external providers.

Renee was with Merrill since 1980, prior to joining Merrill, Renee worked for three years in securities settlement, providing her with valuable operational and administrative experience.

Renee and her husband Bill have three adult children. In their free time, Renee and Bill enjoy glamping with a fellow circle of explorers and spending time with their children. Renee is also active in supporting the Alzheimer’s Association, participating in its annual walks in honor of her mother and godfather.