Your life. Your wealth. Your future.

Pursue what matters most

Fetterolf Team

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations on beach

  • Daniel Fetterolf

    Daniel Fetterolf, CFA, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager, Retirement Plan Consultant

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    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MN
    • NC
    • NH
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WI
    • 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 past President of the CFA Society South Carolina board. Daniel enjoys distance running, and recently completed three marathons. 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 Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
    • Forbes 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.

    • Bob Jones University, BA: 1998 - 2002
    • Senior Portfolio Manager, Retirement Plan Consultant
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Analyst®
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
    daniel.fetterolf@ubs.com
    Daniel Fetterolf, CFA, CFP
    17 West McBee Avenue,Greenville,SC,29601
  • Heather Kleckley

    Heather Kleckley

    Client Associate

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    • 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. 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.
        17 West McBee Avenue
        Poinsett Plaza
        Greenville, SC 29601
        heather.kleckley@ubs.com
        Heather Kleckley
        17 West McBee Avenue,Greenville,SC,29601
      • Emily Waits

        Emily Waits

        Wealth Strategy Associate

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        • KS
        • MN
        • MO
        • SC
        • TX

        Emily joined UBS Financial Services in 2022 and became a Registered Client Service Associate in 2023. In 2024, she moved into the role of Wealth Strategy Associate.  Emily holds Series 7 and 66 securities licenses. She 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 and her son, Walter. When she is home, she enjoys hosting events and snuggling with Walter while drinking a cup of hot tea.

         

         

              17 West McBee Avenue
              Poinsett Plaza
              Greenville, SC 29601
              emily.waits@ubs.com
              Emily Waits
              17 West McBee Avenue,Greenville,SC,29601
            • Jenny Fetterolf

              Jenny Fetterolf

              Client Associate

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                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
                    17 West McBee Avenue
                    Poinsett Plaza
                    Greenville, SC 29601
                    jenny.fetterolf@ubs.com
                    Jenny Fetterolf
                    17 West McBee Avenue,Greenville,SC,29601

                  Insights

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                  The rising generation in a new world

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                  Global leader

                  UBS is a leading and truly global wealth manager

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report