The Sorensen Moore Group - UBS Financial Services

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. Generated from the website

The Gabriele-Milionis Group at UBS Financial Services Inc. in Greenville, SC, specializes in providing tailored financial planning and wealth management services. Their mission is to create a significant impact in clients' lives by guiding them through major life events and helping them preserve and pass on their wealth. Led by experienced professionals Michael J. Gabriele and Amy Milionis, the team focuses on developing long-term relationships through a commitment to quality client service. With a comprehensive approach that encompasses all aspects of financial life, they aim to be clients' primary source of financial advice. Generated from the website

Visit our office today located in Greenville, SC. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.