Frances Miranda

Frances Miranda is a finance institution located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Our team is dedicated to providing tailored financial solutions to meet the evolving needs of each client throughout every stage of wealth accumulation. From managing day-to-day finances to creating comprehensive financial plans, we are committed to empowering our clients with expert guidance and seamless financial management for their families and futures.

As a part of the Rockefeller Capital Management family, we offer bespoke investment strategies aligned with our clients' financial objectives. Our open-architecture platform provides access to a wide range of traditional and alternative investments, as well as private investment opportunities. Our team reviews each client's full financial picture and connects them to the firm's resources to provide objective, holistic advice.

In addition to financial planning for individuals and institutions, we offer comprehensive services for various trusts, including dynasty trusts and revocable trusts. We also provide fiduciary oversight, account management, and assistance with distributions and bill-pay services. Our goal is to help our clients navigate the complexities of wealth planning and ensure stability for today and future generations.

Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help our clients focus on what matters most to them. From maximizing success with Name, Image, and Likeness (NIL) deals to building financial security for generations to come, we are committed to helping our clients achieve their life's grandest visions.

As a registered broker-dealer and investment adviser with the SEC, we prioritize transparency and reliability in all our financial services. Our team of experienced professionals, including Private Advisors, Managing Directors, and Chief Investment Officers, are dedicated to providing personalized guidance and support to each client. Whether you are looking to invest in your community intelligently or plan for the legacy you want to leave behind, Frances Miranda is here to help you every step of the way.