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Ucci Wealth Partners

Welcome to the Rockefeller Global Family Office

At Ucci 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 Chicago, Ucci 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.

It is our pleasure to serve you and your family.

Contact us to learn more about how Ucci Wealth Partners can help you.


(312) 681-7695

227 West Monroe Street
Suite 2050
Chicago, IL 60606

“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 Ucci 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.

Terri B. Ucci, CFP®, CRPC®

Private Advisor, Managing Director

Mehgan E. Spear, CFP®

Private Advisor, First Vice President

LaShaunda Idleburg

Senior Client Associate

Carlos Cruz

Senior Client Associate

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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.
  • 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.

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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Terri B. Ucci, CFP®, CRPC®

Private Advisor, Managing Director 


Terri joined Rockefeller Capital Management in January 2022, after spending 32 years with Merrill Lynch. She focuses on developing innovative, customized financial strategies for her diverse group of clients and frequently coordinates with other professionals on their behalf. Terri, as a Portfolio Manager, provides traditional advice and guidance and can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which often incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. 


Formerly a practicing CPA, Terri is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants. She graduated magna cum laude from Dominican University with bachelor's degrees in accounting, business administration, and merchandising. Terri holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselors (CRPC®) designation. Active in the community, she tutors teens and mentors young adults. Terri and her two children are native Chicagoans.


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Mehgan E. Spear, CFP®

Private Advisor, First Vice President 


After spending the past 25+ years in Financial Services, including most recently with Merrill Lynch, Mehgan joined Rockefeller Capital Management in January 2022.  Her primary focus is implementing financial strategies, managing client relationships, and business development. 

Prior to joining Ucci & Associates in 2013, Mehgan was a Client Relationship Manager at Merrill Lynch, where she managed the daily operations and career development of administrative staff for offices in Oklahoma, Texas, Ohio, and Illinois. Mehgan obtained her bachelor’s degree in business/ebusiness from The University of Phoenix in 2015. Mehgan also holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification. 

Mehgan enjoys mentoring young professionals and being active as a volunteer involved in fundraising for cancer research and assisting the homeless and disadvantaged in her Chicago neighborhood. 

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LaShaunda Idleburg

Senior Client Associate


LaShaunda joined Ucci & Associates in October of 2017. She provides exceptional service and builds strong professional relationships with our clients. LaShaunda graduated from the University of Missouri-Columbia where she received her bachelor’s degree in Personal Financial Planning with a minor in Business Administration. LaShaunda currently resides in the south suburbs of Chicago and enjoys traveling with friends and family.  

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Carlos Cruz

Carlos Cruz

Senior Client Associate


Carlos joined Ucci Wealth Partners in July of 2022. Prior to Rockefeller, he worked as an Associate Wealth Manager at an RIA and as a Client Specialist at an accounting and financial technology firm. He brings experience in working with high-net-worth families, and their supporting professionals, to achieve clarity and meet their financial goals. 


Carlos graduated with honors from the University of Illinois at Urbana-Champaign with a bachelor’s in Finance and maintained leadership involvement in the rugby club as well as an environmental organization. Carlos lives on the Northwest side of Chicago and enjoys spending time cooking, gardening, hiking, and attending concerts.


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