Rockefeller Global Family Office Expands into Naples, Florida, Welcoming Coplin Wealth Partners

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

Coplin 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 on its “Best-in-State Wealth Advisors List” for Florida from 2021-2026.*

The 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.

The 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 “Best-in-State Wealth Management Teams” list in 2023-2026.**

“Naples continues to see meaningful growth in private wealth and is an important market for our clients,” said Michael Outlaw, President of Rockefeller Global Family Office. “Establishing our presence on Florida’s west coast allows us to serve clients locally while bringing the full capabilities of our platform to bear.”

In Florida, Rockefeller Global Family Office also maintains offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.

“We are pleased to welcome Coplin Wealth Partners, whose approach reflects the thoughtful, bespoke guidance we value at Rockefeller,” said Sario. “Steven 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.”

To learn more about the team, visit: https://www.rockco.com/coplin-wealth-partners/

About Rockefeller Capital Management

Rockefeller 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.

Disclosures:

This 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’s 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’s 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.

* 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.

**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.

Each advisor—selected by SHOOK Research—is 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.