Your life. Your wealth. Your future.

• CA
• CO
• CT
• FL
• GA
• IL
• KS
• KY
• MA
• MD
• MN
• MO
• NC
• NY
• OH
• PA
• SC
• TN
• TX
• VA
• VT
• WY

Daniel has a passion for helping individuals and institutions properly manage their wealth within the context of a trusting relationship. He is skilled in working with all types of clients – entrepreneurs, business owners, medical professionals, sales executives, corporate retirement plans, foundations/endowments and business assets. His progressive service model begins with ensuring his clients are thoroughly heard. He then constructs a customized plan and a unique investment strategy. Through thoughtful implementation, disciplined monitoring and tactical changes he proactively walks his clients to their goals, giving them peace of mind knowing they are working with someone they can trust. 

Daniel’s drive and commitment to his clients led him to obtain the Chartered Financial Analyst® designation, considered to be the gold standard in the global financial industry*. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Also, as a Retirement Plan Consultant, Daniel is uniquely equipped to guide businesses with defined compensation plans.  He graduated in 2002 with a B.A. from Bob Jones University and subsequently completed two years of graduate work. Daniel’s knowledge and credentials allows him to help his clients navigate the ever-changing financial world. 

Daniel is a native of Greenville, SC. He and his wife, Jenny are both very active in their community. Daniel is a past President of the Crime Stoppers of Greenville board and current President of the CFA Society South Carolina board. He and Jenny both serve in their local church ministry, Hampton Park Baptist Church. On top of giving back to their community, Daniel, Jenny and their three children enjoy the outdoors, hiking, camping, riding bikes and spending time with family and friends.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Bob Jones University, BA: 1998 - 2002

• Senior Portfolio Manager, Retirement Plan Consultant
• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Analyst®

• FL
• GA
• SC

Heather Kleckley joined UBS Financial Services in 2018 and became a Registered Client Service Associate in 2020. She holds Series 7 and 66 securities licenses in FL, GA and SC. She graduated with a B.A from Furman University in 1999 and completed her M.B.A. in 2004 at the University of South Carolina. After 18 years in the banking industry, Heather uses her experience to support the operations of the wealth management team. Heather is a Greenville native. She enjoys all of the musical opportunities Greenville has to offer, attending concerts county-wide and supporting the music for her church, Trinity Lutheran Church. She sings alto in the choir and plays handbells throughout the year. She is a novice cellist and strives to improve her cello technique in order to contribute more to the church's music ministry. She is an active member of the Upstate Carolina Alumnae Chapter of Delta Gamma.

• Furman University, B.A.
• University of South Carolina, M.B.A.

• SC

Emily joined UBS Financial Services in 2022 and became a Registered Client Service Associate in 2023.  Emily graduated from Greenville Technical College with an Associate degree and worked as a Physical Therapist Assistant for 6 years prior to coming to UBS. Her experience building client relationships and helping individuals achieve their goals is an asset to the wealth management team.

Emily is a Greenville native. She enjoys traveling, cooking, and outdoor activities with her husband Christian. When she is home, she enjoys hosting events and snuggling with her cat Jasper while drinking a cup of hot tea.

Jenny Fetterolf joined UBS Financial Services in 2020 as a Team Events Specialist.  She graduated with a B.A. from the University of Virginia in 1995 and earned a Master's in Social Work (MSW) from Virginia Commonwealth University in 1999. Jenny worked as Associate Director, Executive Director and Development Director at the Center for Developmental Services in Greenville from 1999 to 2013 before deciding to stay home with young children. She brings skills in organizational  management and client relations to the team to help provide the best level of client service.  

Jenny has lived in Greenville since 1999.  When she is not taking care of her family or working at UBS, she enjoys volunteering to support children's ministries at church and in the community, exercising and reading.

• University of Virginia, B.A.
• Virginia Commonwealth University, Master's in Social Work