Steadiness

It comes from experience

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

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • 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, 2023, 2024The 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.

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

Credentials

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

Email Me

Angelo V. Esposito Jr, CFP®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • 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, 2023, 2024The 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.

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

Credentials

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

Email Me

Scott M. Emerson, CRPC®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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

Credentials

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

Email Me

James G. Malatos, CFP®, CRPC®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • 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, 2023, 2024The 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.

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

Credentials

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

Email Me

David Randall, CRPC

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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

Credentials

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

Email Me

Kyle Hammond

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

Stephanie Feaser

Team Administrator

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

Email Me

Doug Broennle

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

Natalie Quinn

Client Associate

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.

Registered States:
  • GA
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me