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THE MONARCH GROUP

Welcome to the Rockefeller Global Family Office

At The Monarch Group our mission is to serve you and your family. Our planning based approach is centered around the belief that integrated wealth management goes hand in hand with unrivaled client service. The strategies we develop are curated with care and tailored to our clients’ evolving objectives.

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.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.

THE MONARCH GROUP

(615) 637-2091

2550 Meridian Blvd
Suite 200
Franklin, TN 37067

“Our goal as a team is to work with each of our clients and their families to help them pursue a life free of financial worry and concern. We develop deep relationships to help ensure we are providing a plan that is appropriate for their near- and long-term goals.”

Elizabeth Wilson, CFP®, Managing Director, Private Wealth Advisor

The foundation of our team is built upon the relationships we have with our clients and their families. We pride ourselves on providing unparalleled client service and handling situations with care.

ELIZABETH WILSON, CFP®

Managing Director, Private Wealth Advisor
LWilson@rockco.com
615-637-2090

KRISTA BOWEN, FPQP®

Vice President, Senior Client Associate
KBowen@rockco.com
615-637-2091

IRENE CAMPBELL

Associate Vice President, Client Service Associate
ICampbell@rockco.com
615-637-2092

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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
Planning in a Challenging Market
Planning in a Challenging Market
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Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
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ELIZABETH WILSON, CFP®

ELIZABETH WILSON, CFP®

Managing Director, Private Wealth Advisor 

 

Elizabeth Wilson is a Managing Director and Private Wealth Advisor for The Monarch Group at Rockefeller Capital Management. Liz brings with her over three decades of experience in financial services and loves bringing simplicity to complex financial planning and creative solutions to complex issues to her clients.

Prior to joining Rockefeller, Liz was a Managing Director with Truist, and before that founded and managed The Monarch Advisory Group LLC.

Liz is a Certified Financial Planner TM and holds a Masters in Financial Planning, as well as a BA in Management and Human Relations. She is the Current Chair at the YMCA of Middle Tennessee and enjoys family time, participating in triathlons, including Ironman Coeur d’Alene, and paddle boarding with her dog, Cinder.

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KRISTA BOWEN, FPQP®

KRISTA BOWEN, FPQP®

Vice President, Senior Client Associate

 

Krista Bowen is Vice President, Senior Client Service Associate for The Monarch Group at Rockefeller Capital Management. Krista brings with her nearly 30 years of experience in the financial services industry.

Krista received a bachelor’s degree in marketing from Lipscomb University and has earned the Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning. In 2014, she obtained her securities registrations, as well as her life and health insurance license with the state of Tennessee.

Krista, her husband Kevin, and their two children, Butler and Evann, have made the Nashville area home for over 25 years. Krista and Kevin are members of the Marriage and Family ministry at their home church, teaching classes and mentoring newly engaged couples. They are also very involved in on-going mission work on the northern coast of Haiti. In her free time, Krista enjoys spending time with her family, their “gentle giant,” Thor, and planning their next trip to Disney World.

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IRENE CAMPBELL

IRENE CAMPBELL

Associate Vice President, Client Associate

 

Irene Campbell is Associate Vice President and a Client Service Associate for The Monarch Group at Rockefeller Capital Management. Krista brings with her nearly 20 years of experience in the financial industry. She has an eye for detail and enhances the client experience by providing outstanding service.

Irene has a BS in accounting and is a member of P.E.O, Nashville Chapter. She enjoys spending time with her family, gardening, interior design, and floral design.

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