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HIGGINS WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

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At Higgins Wealth Partners, 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, Higgins Wealth Partners 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.

HIGGINS WEALTH PARTNERS
404-942-3040
3060 Peachtree Road NW
Suite 110 Atlanta, GA 30305
“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”
Gregory J. Fleming
At Higgins Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

DAVID HIGGINS

Private Advisor, Managing Director
dhiggins@rockco.com
404-942-3040
Biography +

BRIAN NELSON, CFA®

Team Chief Investment Officer, Vice President
bnelson@rockco.com
404-942-3048
Biography +

JOHN HANNA, CFP®

Private Advisor, Senior Vice President
jhanna@rockco.com
404-942-3046
Biography +

SIMS HOLMES, CPWA®

Private Advisor, Vice President
sholmes@rockco.com
404-443-2703
Biography +

KEVIN VALENTINO, CFP®

Team Director of Operations, Vice President
kvalentino@rockco.com
404-942-3044
Biography +

DAN ENGLISH, CPA®, M-TX

Client Relationship Manager, Senior Vice President
denglish@rockco.com
404-942-3055
Biography +

KATHRYN HARRISON, ESQ

Team Wealth Manager, Senior Vice President
kharrison@rockco.com
470-645-6891
Biography +

LAURA DAWSON, AWMA®

Client Relationship Manager, Vice President
ldawson@rockco.com
404-942-3045
Biography +

SHARON KUCEY

Client Relationship Manager, Vice President
skucey@rockco.com
404-942-3049
Biography +

CHRISTIAN HIGGINS

Financial Analyst, Analyst
chiggins@rockco.com
404-410-8785
Biography +

ANNE FRANCISSEN

Team Financial Reporting Specialist & Client Relationship Manager
afrancissen@rockco.com
404-443-2693
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.

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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

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.

"The Rockefeller difference is the people you choose to be with: clients, advisors, employers - their quality of character, domain expertise, competence, and level of intellect and authenticity."
Jack Ryan, Chief Administrative Officer
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
DAVID HIGGINS

DAVID HIGGINS

Private Advisor, Managing Director

 

David P. Higgins is a Private Advisor and Managing Director for Rockefeller Capital Management. Prior to joining Rockefeller in 2019, he began his distinguished wealth management career at Merrill Lynch in 1993.

For the last three decades, David has focused on the complex needs of ultra-high-net worth individuals, current and former private business owners, C-suite executives, and their families. He has built multi-disciplinary team to provide his clients with holistic wealth management, estate planning and family office services.

*David has been recognized as a top advisor in several industry publications including: Top 40 Advisor under 40 by On Wall Street Magazine, by Barron’s as Top 100 Financial Advisor in 2008, and by Barron’s as a Top 1000 and Top 1200 Financial Advisor State by State for the last 10 years. He is a graduate of Providence College.

David is active within the Atlanta community in many civic and charitable organizations including the United Way’s Alexis de Tocqueville Society, The Schenck School and Holy Spirit Catholic Church. He is currently serving as the President of the Lumen Institute Atlanta.

 

*The Barron’s “Top 100 Financial Advisors” rankings discussed above were designated in 2008 and last for a period of one year until new rankings are released. The Barron’s “Top 1000 Financial Advisors” and “Top 1200 Financial Advisors State by State” rankings discussed above were designated between 2011 and 2021 and last for a period of one year until new rankings are released. 

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

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BRIAN NELSON, CFA®

BRIAN NELSON, CFA®

Team Chief Investment Officer, Vice President

 

Brian Nelson is a Vice President at Rockefeller Capital Management and serves as Team Chief Investment Officer. Brian has over 30 years of experience in the financial services industry. Prior to joining Rockefeller in 2021, Brian was a Portfolio Manager and Director of Research for the Global Equities Team at Invesco since 2004. The assets Brian helped managed significantly outperformed indexes and peers over most long-term measurement periods. As well, he helped raise billions of dollars for the funds during his tenure. Brian was also a Portfolio Manager, securities analyst and team leader at Allianz Global Investors, Franklin Templeton and Chancellor Capital Management.

Brian is a Chartered Financial Analyst (CFA) and earned his bachelor’s degree in Business Economics from the University of California, Santa Barbara.

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JOHN HANNA, CFP®

JOHN HANNA, CFP®

Private Advisor, Senior Vice President

 

John Hanna is a Private Advisor and Senior Vice President at Rockefeller Capital Management. Prior to joining Rockefeller in 2019, John was an investment analyst at Merrill Lynch for 5 years. 

John began his career in the capital markets and investment banking industry with SunTrust Robinson Humphrey, now Truist Securities. An Atlanta native, John is a graduate of the University of Georgia, BBA Accounting, and Holy Spirit Preparatory School. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards. He has been active in the Atlanta community with many charitable organizations including Holy Spirit Catholic Church, Children’s Healthcare of Atlanta, Cure Childhood cancer, and the Lumen Institute of Atlanta. 

John focuses on the complex needs of ultra-high net worth families by providing clients with holistic wealth management, estate planning, investment planning, and family office services. 

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SIMS HOLMES, CPWA®

SIMS HOLMES, CPWA®

Private Advisor, Vice President

 

Sims Holmes is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller in 2019, Sims worked in the Fixed Income Sales and Trading Group at Sun Trust Robinson Humphrey for three years. He brings passion and energy everyday to solve the unique needs that allows our clients financial freedom for years to come. In addition, he completed the Certified Private Wealth Advisor® certification through the University of Chicago, an advanced education program for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. As a native of Macon, Georgia, Sims graduated with a Finance degree from the University of Georgia. He enjoys playing golf and is active with the Leukemia & Lymphoma Society of Georgia. 

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KEVIN VALENTINO, CFP®

KEVIN VALENTINO, CFP®

Team Director of Operations, Vice President

 

Kevin Valentino serves as Team Director of Operations. Prior to our team joining Rockefeller, Kevin joined Merrill Lynch in 2015 with a Masters in Financial Planning from the University of Georgia and a B.A. in Finance from UGA’s Terry College of Business. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards. 

He focuses on investment analysis, detailed performance reporting, as well as wealth management planning, estate planning services and insurance planning. His experience and superior knowledge of the complex client structures, along with the deep relationships he has cultivated over the years, elevated him to Chief Operating Officer in 2021.

Kevin is native of Atlanta, Georgia.

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CHRISTIAN HIGGINS

CHRISTIAN HIGGINS

Financial Analyst, Analyst

 

Christian is a Financial Analyst at Rockefeller Capital Management. Prior to joining Rockefeller in July 2021, Christian worked as a Consultant in New York for Aon’s M&A advisory business. He graduated from Hobart & William Smith Colleges in May 2017 with a B.A. in Economics. Christian primarily focuses on investment analysis, estate modeling, performance reporting, and assists in ongoing analysis of portfolio risk and risk mitigation. Christian is originally from Middlebury, Vermont. 

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LAURA DAWSON, AWMA®

LAURA DAWSON, AWMA®

Client Relationship Manager, Vice President

 

Laura Dawson is a Vice President and Client Relationship Manager at Rockefeller Capital Management. Laura has been in the financial services industry for 20 years and the team since 2004. She provides client focused support addressing the diverse and specific needs of our long-standing client relationships. She enhances their experience by taking a personalized approach to managing their needs on a day-to-day basis. In addition, she manages the business and marketing aspects for the team. 

She is a graduate of Flagler College with a B.A. in Accounting and Business Administration.  She is active with her 3 young children, playing tennis and serving on the Alumni Board of Flagler College.  

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DAN ENGLISH, CPA®,M-TX

Client Relationship Manager, Senior Vice President

 

Dan English has over 30 years of tax, financial and operations experience. Prior to joining Rockefeller, he served as the Senior Vice President of Finance from one of Atlanta’s largest privately held companies. Prior to this, he was an executive financial controller with a Berkshire Hathaway subsidiary for nearly 20 years. As he holds a Masters degree in taxation, he was a tax manager with Arthur Andersen in Atlanta, Georgia. With several of these roles, he managed all aspects of income tax, financial management and reporting, income tax planning, operations management and M&A. Dan’s focus on the team will be to coordinate all aspects of our clients’ tax affairs and financial reporting, interfacing regularly with each client’s accounting team. Additionally, Dan will integrate his tax knowledge into our team’s day to day investment management, enhancing our ability to make proactive investment decisions. Dan is a licensed CPA and holds an undergraduate degree in Business, Accounting and Finance from the University of Colorado, Boulder in addition to his Masters in Tax.

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KATHRYN HARRISON, ESQ

KATHRYN HARRISON, ESQ

Team Wealth Manager, Senior Vice President

 

Kathryn Harrison, a graduate of Vanderbilt School of Law, comes to us from Hendrick, Rascoe, Zitron & Long, LLC, a boutique estate planning firm in Buckhead. Kathryn practiced on the Trusts and Estates team at King & Spalding as a young attorney, served as in-house counsel at an Atlanta multi-family office, and most recently focused her practice on sophisticated estate planning techniques, particularly for closely held business owners. Kathryn assisted us as outside counsel over the past few years, and now as a member of our team and will be the primary point person to review our clients’ existing estate documents and overall estate plan. Kathryn will serve as liaison to our clients’ legal counsel, streamlining the process of working with your attorney.

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SHARON KUCEY

SHARON KUCEY

Client Relationship Manager, Vice President

 

Sharon Kucey is a Client Relationship Manager at Rockefeller Capital Management. Sharon recently joined Higgins Wealth Partners and brings over 15 years of experience to her role.

Sharon was born and raised in Montreal, Quebec. She studied International Business prior to moving to Atlanta where she began her career working for Northwestern Mutual Financial Network. She was responsible for insurance operations and client services, working closely with clients to help plan for their retirement and assist in their insurance and financial needs. Prior to joining Rockefeller, Sharon was with Homrich Berg, a national independent wealth management firm based in Atlanta, that provides fiduciary, fee only investment and financial planning services. She worked closely with ultra-high net worth clients.

She is adept in client services, operational efficiency improvements and excels at client communications, with attention to detail and committed to providing exceptional levels of service.

Sharon lives in Canton with her two sons and two dogs. In her free time, she enjoys traveling, working in the yard, and cooking.  

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ANNE FRANCISSEN

ANNE FRANCISSEN

Team Financial Reporting Specialist & Client Relationship Manager 

 

Prior to joining Rockefeller, Anne was the controller for a private family office where she managed all aspects of accounting and finance for the family’s business and personal entities. In addition to financial, cash flow, and ad hoc reporting, Anne’s focus on the Higgins’ team will be to assist clients with the coordination of information and planning among all their 3rd party advisors and vendors, including tax accountant, estate attorney, insurance and banking professionals. Anne has a Bachelor of Science Degree from the University of Illinois, a Certificate in Advanced Accounting from the College of DuPage, and will be sitting for the CPA examination this year.

 

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