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Your life, wealth and future

A team approach

  • Dan

    Daniel F. Emerson, CFP®, CRPC®, CRPS®

    Senior Vice President–Wealth Management

    Financial Advisor

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    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. 

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

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor
      • Chartered Retirement Plans Specialist℠
      • Portfolio Manager
      3560 Lenox Road NE
      28th Floor
      Atlanta, GA 30326
    • Angelo

      Angelo V. Esposito Jr, CFP®

      Senior Vice President–Wealth Management

      Financial Advisor

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      • GA
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      • LA
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      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.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 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, 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.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • CERTIFIED FINANCIAL PLANNER™
        • Portfolio Manager
        3560 Lenox Road NE
        28th Floor
        Atlanta, GA 30326
      • Scott

        Scott M. Emerson, CRPC®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
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        • NC
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        • NY
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        • OR
        • PA
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        • WA
        • WI

        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.

        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Chartered Retirement Planning Counselor
          • Portfolio Manager
          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
        • James

          James G. Malatos, CFP®, CRPC®

          Senior Vice President–Wealth Management

          Financial Advisor

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          • GA
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          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.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Retirement Planning Counselor
            • Portfolio Manager
            3560 Lenox Road NE
            28th Floor
            Atlanta, GA 30326
          • David

            David Randall, CRPC

            Vice President–Wealth Management

            Financial Advisor

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            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.

            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • Chartered Retirement Planning Counselor
              3560 Lenox Road NE
              28th Floor
              Atlanta, GA 30326
            • Kyle Headshot

              Kyle Hammond

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              • GA

              Kyle excitedly joined UBS as a Financial Advisor after starting his career with Northwestern Mutual.  

              As a member of Harbor View Wealth Management, Kyle’s focus is to serve our existing clients more deeply and help further our new relationships.  He finds tremendous passion and purpose in the work we do and loves that we develop deep, enduring partnerships with our clients and their families as a byproduct of helping them achieve their goals and dreams. 

              Kyle and his wife Ansley welcomed their first child, Caleb Benjamin Hammond, in April of 2022.  They currently reside in Alpharetta, Georgia and enjoy spending time with friends, playing golf and traveling.

                    3560 Lenox Rd NE
                    28th Floor
                    Atlanta, GA 30326
                  • Stephanie

                    Stephanie Feaser

                    Team Administrator

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                    • ME
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                    • MT
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                    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.

                          3560 Lenox Road NE
                          28th Floor
                          Atlanta, GA 30326
                        • Doug Headshot

                          Doug Broennle

                          Senior Wealth Strategy Associate

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                                3560 Lenox Rd NE
                                28th Floor
                                Atlanta, GA 30326

                              Life is unpredictable. Could we be better prepared?

                              For some of life's questions you're not alone. Together we can find the answer.

                              With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                              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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