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THE BRUCE-DICKEY GROUP

Welcome to the Rockefeller Global Family Office

At The Bruce-Dickey Group, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

Located in Atlanta, GA, The Bruce-Dickey Group provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our planning-based approach and open-architecture platform are designed to provide our clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

We’re inspired that you’re here.

The Bruce-Dickey Group

(404) 942-3052

3560 Lenox Rd NE
#1100
Atlanta, GA 30326

“When people ask me why I think the family has succeeded, I almost always conclude that the family has chosen to have high level advisors whom they totally trust and who are not just yes-men and women but you know give their honest opinions.”

David Rockefeller, Jr.

At The Bruce-Dickey Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

Blake F. Bruce

Senior Vice President – Private Wealth Advisor
BBruce@rockco.com
404-942-3050

Ty Dickey

Senior Vice President – Private Wealth Advisor
TDickey@rockco.com
404-942-3051
Biography +

Hunter Unrue, CFP®

Vice President – Private Wealth Analyst
HUnrue@rockco.com
404-942-3053

Biography +

Afton Hicks

Client Associate
AHicks@rockco.com
404-942-3052

Biography +

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Broken Promises
Broken Promises
The rise and fall of an “altruistic billionaire”
Game of Thrones
Game of Thrones
Political fratricides & the weaponization of oil
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
Uniquely Rockefeller Special Client Event – Lessons from a Leading Growth Investor with Warburg Pincus CEO Chip Kaye
A Conversation with Chip Kaye, CEO of Warburg Pincus
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BLAKE F. BRUCE

BLAKE F. BRUCE

Senior Vice President, Private Wealth Advisor

 

Prior to joining Rockefeller, Blake had been with Merrill Lynch since 2008. There he earned the title of Senior Financial Advisor, Senior Vice President. Blake also spent five years as a financial advisor at Morgan Stanley.

Blake applies years of experience to help individuals and families maximize the financial opportunities available to them. Because clients’ lives and the markets can be uncertain and complex, Blake works to streamline and simplify wealth management. He addresses both short- and long-term client goals, ensuring that every client receives a strategy specifically designed to meet their unique objectives with forethought and care throughout their lifetime.

Blake was recognized by Forbes “Best in State Wealth Advisors” in 2018 and Forbes “America’s Top Next Generation Wealth Advisors” for the last 2 years. He was also named a 40 under 40 honoree by the University of Georgia Alumni Association in 2015.

Blake is a current member of the of the Terry College Alumni Board. He serves on the Staff Parish committee at Peachtree Road United Methodist Church, the governing board of the Delta Chapter of Sigma Chi, and the leadership committee of The Leukemia and Lymphoma Society Man and Woman of the Year campaign.

He currently lives in Atlanta with his wife, two daughters, and their English bulldog, Storman Norman.

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TY DICKEY

TY DICKEY

Senior Vice President, Private Health Advisor

 

Before joining Rockefeller, Ty spent ten years at Merrill Lynch. There he earned the title of Senior Financial Advisor, Senior Vice President. Ty has prior experience working with an Atlanta based real estate development company and working within his family’s privately held business.

Ty helps individuals and families balance their current needs and make their goals a reality through strategic wealth management. He helps clients address their entire financial picture and plays close attention to understanding who clients are beyond their investments.

Ty was recognized by Forbes “Best in State Wealth Advisors” in 2018 and Forbes “America’s Top Next Generation Wealth Advisors” in 2017 and 2018.

Ty is active within his community through multiple civic and charitable organizations including the Lake Oconee Academy Foundation Board. He is a past Chairman of the Terry College of Business Young Alumni Board.

He currently lives in the Lake Oconee area of Greensboro, GA with his wife and their three children. In his spare time, he enjoys hunting and golfing.

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HUNTER UNRUE, CFP®, CPFA

HUNTER UNRUE, CFP®, CPFA

Vice President, Private Wealth Analyst

 

Prior to joining Rockefeller, Hunter was with the Bruce-Dickey Group at Merrill Lynch since 2014 where he was a successful graduate of Merrill Lynch’s National Intern and Team Financial Advisor Training Program.

In his role, Hunter focuses on supporting clients’ needs and goals with investment analysis and tailored wealth strategies via a collaborative approach to provide clear facts and recommendations which allow them to make informed decisions. Additionally, he oversees our team’s financial planning tools and resources to further support clients’ wealth management.

Hunter is an alumnus of the University of Georgia where he earned his bachelor’s degree in Finance. As a former Terry College of Business Ambassador, he continues to be involved through the Mentorship program. Hunter is also a CERTIFIED FINANCIAL PLANNER-TM (CFP®) certificant, a designation that is awarded by the Certified Financial Planner Board of Standards, Inc.

Hunter currently lives in Atlanta with his wife, Kendal, and their dog, Lily. In his spare time, he enjoys golfing and traveling with friends and family.

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AFTON HICKS

AFTON HICKS

 

Client Associate

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