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PUBLIC-SOURCE PROFILE

John Bazan

Private Advisor, Senior Vice President

Rockefeller Capital Management ↗

Dallas, Texas

BACKGROUND & PLANNING FOCUS

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John Bazan works with clients on wealth and investment management, beginning with their priorities and long-term goals. He is part of Rockefeller’s Rhodes White Bazan team in Dallas. His earlier experience includes advising high-net-worth clients at Merrill Lynch, and he holds a finance degree from the University of North Texas.

Wealth managementInvestment managementGoals-based planningCPFA®
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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

Official biography links to the Rhodes White Bazan team, whose only listed office is Dallas, Texas.

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