Professional guidance that helps inspire confidence
Our team focuses on delivering customized financial strategies to make sure corporate executives are taking full advantage of their benefits packages. We are subject matter experts in providing guidance around stock grants & options, deferred compensation plans and other employer provided benefits.
We engage with clients in a highly structured, goals-based planning process to serve as the foundation for each of our relationships. Our clients understand and feel confident in their plans both during their working careers and after the transition into retirement.
Our Process
We have designed this process to give you - and us - a framework for making an informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in relation to your life goals.
1. Initial Introductory Meeting
2. Information and Goals Gathering Discussion
3. Analysis Presentation
- Are you on track to meet your family and financial goals?
- How can Harbor View improve your estate plan, tax plan, cash flow plan and/or portfolio allocation?
4. Follow-up Analysis and Action Plan
- Updated wealth analysis based on your feedback from the initial presentation
- Detailed next steps for plan implementation
5. Onboarding Paperwork and Administrative Next Steps
6. Wealth Plan Review Schedule
How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Daniel served as a Senior Vice President and Wealth Advisor with Merrill Lynch for nearly a decade prior to joining UBS in 2019 as a founding partner of Harbor View Wealth Management.
Throughout his career, Daniel has focused on bringing tailored investment solutions to affluent clients. He helps to develop and execute customized financial plans, which serve as the foundation for all of Daniel’s guidance. With a steadfast focus on client service, Daniel and his team intently focus on the small details for every family they work with.
Daniel lives in Atlanta with his wife Chelsea and their three children, Finley, Ford and Fletcher. He and his family are active members of Buckhead Church and involved with several Atlanta area charities. A former college and professional basketball player, Daniel enjoys staying active with his family and exploring the outdoors around their Highlands, NC cabin.
Prior to joining UBS in October 2019, Angelo worked at Merrill Lynch since 2006 in the Atlanta Buckhead office. From investment advice and guidance to retirement planning, multi-generational wealth transfer, and solutions for concentrated stock positions, Angelo focuses on the distinctive needs of high-net-worth individuals and their families.
Angelo is a graduate of Florida State University and is an avid runner and surfer. He and his wife Jessica live in Ponte Vedra Beach, FL along with their sons, AV and Sebastian.
Scott joined UBS in 2019 as a Senior Vice President of Wealth Management after beginning his career with Merrill Lynch.
As a founding partner of Harbor View Wealth Management, Scott and his team partner with clients to tailor solutions to specific financial planning objectives.
Scott lives in Brookhaven, GA along with his wife, Libby, and their three children, Charlie, Ellie & George. Outside of professional life, Scott enjoys spending time outdoors with his family and watching his children play sports.
James joined UBS in 2019 after starting spending almost a decade with Merrill Lynch.
His career has focused on helping clients work around both employer benefit plans as well as maximizing tax strategies for clients both during the saving and distribution phase of their various accounts. Through recommending various personalized strategies to clients he helps ensure they do not tip the government. James is actively involved in the Financial Planning Association of Georgia as the Pro Bono Board of Directors.
When not at work, James and his wife, Julia, can be found traveling the world or on a local hike with their dog, Bailey. Make sure to ask him about some of his favorite travel destinations or places to eat.
David joined UBS as Vice President after being with Merrill Lynch since 2013.
As a member of Harbor View Wealth Management, David works with families and individuals on a range of wealth management needs including investing, education funding and retirement planning.
David and his wife Lauren welcomed their first child, Berkeley Abrielle Randall, in April of 2021. They currently reside in Chamblee, Georgia and enjoy spending time with friends, staying active and volunteering throughout the city of Atlanta.
Stephanie is the team's Administrator and joined Harbor View Wealth Management in January 2020. She has worked in the financial industry for over 22 years and has been with UBS for 13 of those years. Stephanie has her Series 7, 66, 9 and 10 industry licenses. She, also, has her insurance license in the state of GA.
Her main focus is to provide exceptional client service and develop strong, long-term relationships with each client. Stephanie plays an essential role in our client onboarding experience. She is the main contact for our team and strives to keep all operational processes running smoothly.
When not at work, she loves the outdoors with her son, and traveling around the world. Some of her favorite places are the Tennessee Mountains, Bahamas & Turks and Caicos.
Daniel served as a Senior Vice President and Wealth Advisor with Merrill Lynch for nearly a decade prior to joining UBS in 2019 as a founding partner of Harbor View Wealth Management.
Throughout his career, Daniel has focused on bringing tailored investment solutions to affluent clients. He helps to develop and execute customized financial plans, which serve as the foundation for all of Daniel’s guidance. With a steadfast focus on client service, Daniel and his team intently focus on the small details for every family they work with.
Daniel lives in Atlanta with his wife Chelsea and their three children, Finley, Ford and Fletcher. He and his family are active members of Buckhead Church and involved with several Atlanta area charities. A former college and professional basketball player, Daniel enjoys staying active with his family and exploring the outdoors around their Highlands, NC cabin.
Prior to joining UBS in October 2019, Angelo worked at Merrill Lynch since 2006 in the Atlanta Buckhead office. From investment advice and guidance to retirement planning, multi-generational wealth transfer, and solutions for concentrated stock positions, Angelo focuses on the distinctive needs of high-net-worth individuals and their families.
Angelo is a graduate of Florida State University and is an avid runner and surfer. He and his wife Jessica live in Ponte Vedra Beach, FL along with their sons, AV and Sebastian.
Scott joined UBS in 2019 as a Senior Vice President of Wealth Management after beginning his career with Merrill Lynch.
As a founding partner of Harbor View Wealth Management, Scott and his team partner with clients to tailor solutions to specific financial planning objectives.
Scott lives in Brookhaven, GA along with his wife, Libby, and their three children, Charlie, Ellie & George. Outside of professional life, Scott enjoys spending time outdoors with his family and watching his children play sports.
James joined UBS in 2019 after starting spending almost a decade with Merrill Lynch.
His career has focused on helping clients work around both employer benefit plans as well as maximizing tax strategies for clients both during the saving and distribution phase of their various accounts. Through recommending various personalized strategies to clients he helps ensure they do not tip the government. James is actively involved in the Financial Planning Association of Georgia as the Pro Bono Board of Directors.
When not at work, James and his wife, Julia, can be found traveling the world or on a local hike with their dog, Bailey. Make sure to ask him about some of his favorite travel destinations or places to eat.
David joined UBS as Vice President after being with Merrill Lynch since 2013.
As a member of Harbor View Wealth Management, David works with families and individuals on a range of wealth management needs including investing, education funding and retirement planning.
David and his wife Lauren welcomed their first child, Berkeley Abrielle Randall, in April of 2021. They currently reside in Chamblee, Georgia and enjoy spending time with friends, staying active and volunteering throughout the city of Atlanta.
Stephanie is the team's Administrator and joined Harbor View Wealth Management in January 2020. She has worked in the financial industry for over 22 years and has been with UBS for 13 of those years. Stephanie has her Series 7, 66, 9 and 10 industry licenses. She, also, has her insurance license in the state of GA.
Her main focus is to provide exceptional client service and develop strong, long-term relationships with each client. Stephanie plays an essential role in our client onboarding experience. She is the main contact for our team and strives to keep all operational processes running smoothly.
When not at work, she loves the outdoors with her son, and traveling around the world. Some of her favorite places are the Tennessee Mountains, Bahamas & Turks and Caicos.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
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