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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®

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

SIMS HOLMES, CPWA®

Private Wealth Analyst
sholmes@rockco.com
404-443-2703

KEVIN VALENTINO, CFP®

Vice President, Private Wealth Analyst
kvalentino@rockco.com
404-942-3044

PETER HIGGINS

Private Wealth Financial Reporting Specialist
phiggins@rockco.com
212-549-5104

LAURA DAWSON, AWMA®

Vice President, Private Wealth Analyst
ldawson@rockco.com
404-942-3045
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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.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

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

Concierge Healthcare
• 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
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

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.

Our Ideas
Uniquely Rockefeller Special Client Event – Bruce Flatt
Uniquely Rockefeller Special Client Event – Bruce Flatt
A Conversation with Bruce Flatt, CEO of Brookfield Asset Management
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
Energy, Security, Groceries
Energy, Security, Groceries
Time to focus on Main Street’s ESG
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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®

Vice President, Private Wealth Analyst

 

John Hanna is an Analyst at Rockefeller Capital Management. Before Rockefeller, John joined Merrill Lynch in August of 2014 from the capital markets and investment banking industry. Among his responsibilities for the team, he focuses on investment analysis, trading and detailed performance reporting. An Atlanta native, John is a graduate of University of Georgia and Holy Spirit Preparatory School.

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SIMS HOLMES, CPWA®

SIMS HOLMES, CPWA®

Private Wealth Analyst

 

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 every day 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, Private Wealth Analyst

 

Kevin Valentino is an Analyst at Rockefeller Capital Management. Before Rockefeller, Kevin joined Merrill Lynch in in August of 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. Kevin is native of Atlanta, Georgia.

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PETER HIGGINS

PETER HIGGINS

Private Wealth Financial Reporting Specialist 

 

Peter Higgins is a PWA Analyst and Client Accountant at Rockefeller Capital Management, and is responsible for providing comprehensive financial statements, net worth statements, and cash flow analysis to ultra-high-net-worth families. Additionally, Peter provides trust and estate planning illustrations and administration. Peter joined Rockefeller Capital Management in July of 2019. Within the firm, Peter also serves on the Next Generation Engagement Team.

Prior to joining Rockefeller, Peter spent his summers interning at Merrill Lynch and Advisor Group (an Independent Broker-Dealer) where he provided support in many phases of client relationship management and investment operations for private wealth managers and financial advisors. He graduated from Emory University’s Goizueta Business School in May 2019 and earned a Bachelor of Business Administration with concentrations in Finance and Accounting.

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LAURA DAWSON, AWMA®

LAURA DAWSON, AWMA®

Vice President, Private Wealth Analyst

 

Laura Dawson is an Analyst at Rockefeller Capital Management. Prior to joining Rockefeller, Laura was with Merrill Lynch since 1999. She graduated from Flagler College with a B.A. in Accounting and Business Administration. Laura has recently obtained the Accredited Wealth Management Advisor℠ designation. Her primary focus is building and maintaining trusted client relationships, 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.

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