William Blair & Company
47yrs
Top advisor by experience in Illinois
4yrs
Peter Willis
Full name on record: Peter Eric Willis
Financial advisor at Rockefeller Capital Management
Peter Willis is a fiduciary financial advisor in Chicago, Illinois, with 4 years in the industry. Peter joined Rockefeller Capital Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office222 West Adams Suite 2450, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRockefeller Financial LLCCurrent firm
Contact Peter
(212) 549-5100Firm headquarters in New York, NY. Ask for Peter. 222 West Adams Suite 2450Chicago, IL 60606Office · Get directions
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Peter Willis. Peter works from the Chicago, IL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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