{"id":6781,"date":"2026-05-15T20:16:00","date_gmt":"2026-05-15T18:16:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=77b2245d60cdc2123270685e8e3dd937"},"modified":"2026-05-15T20:16:00","modified_gmt":"2026-05-15T18:16:00","slug":"rockefeller-global-family-office-expands-into-naples-florida-welcoming-coplin-wealth-partners","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=6781","title":{"rendered":"Rockefeller Global Family Office Expands into Naples, Florida, Welcoming Coplin Wealth Partners"},"content":{"rendered":"

\nNew office extends Rockefeller\u2019s presence across Florida to serve high-net-worth and ultra-high-net-worth clients<\/i><\/p><\/a><\/a>

NEW YORK--(BUSINESS WIRE)--Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (\"Rockefeller\u201d), today announced it is establishing a presence in Naples, Florida, with the addition of Coplin Wealth Partners.<\/p>

\nCoplin Wealth Partners advises ultra-high-net-worth individuals and families on complex financial matters. The team is led by Private Advisor and Managing Director Steven Coplin, who has more than 25 years of experience working with multigenerational clients. He has been recognized by Forbes<\/i> on its \u201cBest-in-State Wealth Advisors List\u201d for Florida from 2021-2026.*<\/p>

\nThe team also includes Private Advisor and Senior Vice President Ryan Sherman, Private Advisors and Vice Presidents Lynette Susi and Caroline Coplin, Chief Operating Officer and Vice President Ashley Gegenwarth, Client Relationship Associate Biagio Delboccio and Client Associate Phoebe Coplin.<\/p>

\nThe group joins Rockefeller from Morgan Stanley and will report to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office. They were recognized by Forbes on its \u201cBest-in-State Wealth Management Teams\u201d list in 2023-2026.**<\/p>

\n\u201cNaples continues to see meaningful growth in private wealth and is an important market for our clients,\u201d said Michael Outlaw, President of Rockefeller Global Family Office. \u201cEstablishing our presence on Florida\u2019s west coast allows us to serve clients locally while bringing the full capabilities of our platform to bear.\u201d<\/p>

\nIn Florida, Rockefeller Global Family Office also maintains offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.<\/p>

\n\u201cWe are pleased to welcome Coplin Wealth Partners, whose approach reflects the thoughtful, bespoke guidance we value at Rockefeller,\u201d said Sario. \u201cSteven and his team have deep ties within the Naples community, and we look forward to working with them to support the dynamic needs of the individuals, families and institutions they serve.\u201d<\/p>

\nTo learn more about the team, visit: https:\/\/www.rockco.com\/coplin-wealth-partners\/<\/a><\/p>

\nAbout Rockefeller Capital Management<\/b><\/p>

\nRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. As of March 31, 2026, the Firm was responsible for $203 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Global Investment Management, and Rockefeller Global Investment Banking.<\/p>

\nDisclosures:<\/p>

\nThis material was prepared by Rockefeller Capital Management, solely for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle, product or service, and should not be interpreted to constitute a recommendation with respect to any security or investment plan. Although the information provided is carefully reviewed, Rockefeller Capital Management cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. No investment strategy can guarantee a profit or protection against losses. Investment decisions should be based on an individual\u2019s investment objectives, risk tolerance, liquidity needs and financial situation. Investing involves risk, including risk of loss. This information may not be copied, reproduced or distributed without Rockefeller Capital Management\u2019s prior written consent. Brokerage and investment advisory services offered by Rockefeller Global Family Office are provided by Rockefeller Financial LLC, which is an SEC registered broker-dealer and investment adviser, member FINRA\/SIPC.<\/p>

\n\u00a9 2026 Rockefeller Capital Management. All rights reserved. Does not apply to sourced material. Products and services may be provided by various affiliates of Rockefeller Capital Management.<\/p>

\n* The Forbes Best-in-State Wealth Advisors rankings discussed above were designated in 2021-2026, and last for a period of one year until new rankings are released.<\/p>

\n**The Forbes Top Women Wealth Management Teams rankings discussed above were designated on 2023-2026, and last for a period of one year until new rankings are released.<\/p>

\nEach advisor\u2014selected by SHOOK Research\u2014is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.<\/p> Contacts<\/b>

\nmediarelations@rockco.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"

New office extends Rockefeller\u2019s presence across Florida to serve high-net-worth and ultra-high-net-worth clientsNEW YORK–(BUSINESS WIRE)–Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (\u00ab\u00a0Rockefelle…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6781","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/6781","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6781"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/6781\/revisions"}],"predecessor-version":[{"id":6782,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/6781\/revisions\/6782"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6781"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6781"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6781"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}