Steadiness

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.

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.

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.

Natalie was born and raised in the Atlanta area and then went on to attend the University of Georgia, where she achieved a finance degree with an emphasis in pricing and valuation.  Prior to joining the Harbor View Wealth team in early 2024, she worked at Northwestern Mutual as a financial planning analyst & wealth management associate since the fall of 2020. 

Natalie currently resides in North Druid Hills and enjoys spending time with family, attending sporting events with friends, and traveling & exploring new destinations.  Natalie currently holds Series 7, Series 63, and insurance licenses in the state of Georgia – she is also actively working towards the Certified Financial Planner designation.