Angelo Esposito, CFP®

Evaluator
DISC Type : Dcs

Senior Vice President at UBS

Atlanta Metropolitan Area, United States

Overview

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.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care 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.
Market Volatility
His shared content analyzes market trends, such as the appeal of cash deposits versus bond yields in response to central bank rate changes and volatile equity markets.

Media Appearances

Angelo has no verified media appearances

Work History

10-2019
Senior Vice President at UBS
1-2006 - 10-2019
Senior Vice President at Merrill Lynch

Education

2002 - 2004
B.S. from Florida State University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Atlanta Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President at UBS
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Insights For Selling To Angelo

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Angelo is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Angelo

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Angelo move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Angelo take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Angelo

Personality Compatibility


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