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HIGGINS WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

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
3560 Lenox Road
Suite 1100 Atlanta, GA 30326
“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

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

BRIAN NELSON, CFA®

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

JOHN HANNA, CFP®

Senior Vice President, Private Wealth Advisor
jhanna@rockco.com
404-942-3043

SIMS HOLMES, CPWA®

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

KEVIN VALENTINO, CFP®

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

DAN ENGLISH, CPA®, M-TX

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

KATHRYN HARRISON, ESQ

Senior Vice President, PWM Wealth Manager
kharrison@rockco.com
470-645-6891

LAURA DAWSON, AWMA®

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

SHARON KUCEY

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

CHRISTIAN HIGGINS

PWM Financial Analyst
chiggins@rockco.com
404-410-8785

ANNE FRANCISSEN

Financial Reporting Specialist & Relationship Manager
afrancissen@rockco.com
404-443-2693
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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
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
Load More
DAVID HIGGINS

DAVID HIGGINS

Managing Director, Private Wealth Advisor 

 

David P. Higgins is a Managing Director and Private Wealth Advisor 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.

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BRIAN NELSON, CFA®

BRIAN NELSON, CFA®

Vice President, Chief Investment Officer 

 

Brian Nelson is a Vice President at Rockefeller Capital Management and serves as the team’s 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®

Senior Vice President, Private Wealth Advisor

 

John Hanna is a Senior Vice President and a Private Wealth Advisor 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®

Vice President, Private Wealth Advisor

 

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®

Vice President, Director of Operations 

 

Kevin Valentino serves as the team’s Chief Operations Officer. 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

PWM Analyst 

 

Christian is an 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®

Vice President, PWM Client Relationship Manager 

 

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

Senior Vice President, Relationship Manager

 

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

Senior Vice President, Private Wealth Manager

 

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

 Vice President, PWM Client Relationship Manager

 

Sharon Kucey is a Private Wealth Management 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, Buster and Finn. In her free time, she enjoys traveling, working in the yard, and cooking.  

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ANNE FRANCISSEN

ANNE FRANCISSEN

Financial Reporting Specialist & 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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