David P. Higgins is a Private Advisor, 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” rankings discussed above were designated between 2010-2020 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.