Daniel Fetterolf, CFA, CFP - UBS Financial Services Inc.

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17 W McBee Ave # Poinsett
Greenville, SC 29601

Daniel Fetterolf, CFA, CFP, serves as a Senior Vice President and Wealth Management Senior Portfolio Manager at UBS Financial Services Inc. in Greenville, SC. With a strong commitment to client relationships, he offers tailored investment strategies and financial plans while ensuring clients feel heard and understood.

Supported by a dedicated team, including Registered Client Associates Heather Kleckley and Emily Waits, the firm is recognized for its client-centric approach and industry accolades, including multiple Forbes rankings. Together, they strive to empower individuals and institutions to navigate the financial landscape with confidence and peace of mind.

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