Angelo Esposito, CFP® in

Angelo Esposito, CFP®

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Senior Vice President at UBS
📍 Atlanta Metropolitan Area, United States

Angelo V. Esposito, Jr. is a Senior Vice President and Wealth Management Advisor at UBS, specializing in serving high-net-worth individuals. A CERTIFIED FINANCIAL PLANNER™ professional with experience since 2006, he is a graduate of Florida State University and focuses on comprehensive financial strategies from retirement planning to multi-generational wealth transfer.

Outside of his professional life, Angelo is an avid runner and surfer. He and his wife, Jessica, live with their two sons, AV and Sebastian.

He has been repeatedly named to the Forbes list of "America’s Top Next-Gen Wealth Advisors Best-in-State, " including in 2024 and 2025.

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Experience
19 Years
Current Role
Senior Vice President
Job Level
Leadership
Location
Atlanta Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Angelo cares about

High-Net-Worth Planning
His career focuses on the distinctive needs of high-net-worth individuals, from investment advice and guidance to multi-generational wealth transfer strategies.
Retirement Strategy
He frequently addresses retirement planning, including topics like the strategic differences between Traditional and Roth accounts to optimize for tax-free growth and income.
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Career

Work history

10-2019
Senior Vice President
UBS
1-2006 - 10-2019
Senior Vice President
Merrill Lynch
In the press

Media appearances

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Education
2002 - 2004
B.S.
Florida State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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