As an advisor, Angelo focuses on the distinct needs of high-net-worth individuals and their families, offering tailored investment advice, retirement planning, guidance for multi-generational wealth transfer, and solutions for concentrated stock positions. His goal is to help clients confidently navigate the complexity of their wealth, offering practical advice on how to maximize their unique opportunities and position themselves and their families for lasting success.
Professional History & Education
Angelo is a graduate of Florida State University and spent 13 years working at Merrill Lynch in the Atlanta Buckhead office before joining Harbor View in 2019.
Industry Awards
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019
- The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12-month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025
- The 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, 2024, 2025
- The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019
- The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12-month period ending in March of the award year.
Designations & Credentials
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Portfolio Manager
Personal Life
Angelo and his wife Jessica live in Ponte Vedra Beach, FL with their two sons, AV and Sebastian. Angelo is an avid cyclist, surfer and skier and loves taking his family on new adventures.