Experience That inspires confidence

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

  • Everything starts with a plan. We listen closely and develop a financial and retirement plan that drives your custom investment strategy
  • As a multigenerational team, we have the experience and perspective to offer financial education and insights specific to each generation
  • We have successfully built long-lasting relationships by offering ongoing and consistent communication that helps build trust

 

Daniel Boland

Managing Director - Wealth Management
Financial Advisor
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404-848-8537

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J.D. Harvard Law School
B.A. St. John’s University
(summa cum laude)
 
Daniel Boland has worked as a financial advisor and securities lawyer for over 17 years.
 
Daniel guides our market outlook and works closely with clients on portfolio design, risk
management and tax minimization. Daniel is a member of Chairman’s Council and was appointed
to the Wealth Management Transformation Leadership Committee, which helps other UBS
Financial Advisors improve the quality of their advice.
 
Daniel formerly was legal counsel to Fortune 500 companies while working with Quinn Emanuel
Urquhart & Sullivan in San Francisco and Sutherland in Atlanta.
 
Daniel and his wife, Heidi, have three boys—Kieran, Connor and Ryan. Daniel volunteers as a
mentor to veterans transitioning careers, and he remains involved with Harvard as an alumni
interviewer. He enjoys coaching his boys’ football teams and working on his tennis game
(which needs it).

 


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, KY, MA, MO, NC, NJ, NV, NY, SC, TN, TX, UT, VA, WY


Aaron Michael Golden

Financial Advisor
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J.D. NYU Law School
B.A. Harvard University
(cum laude, Phi Beta Kappa)
 
Aaron advises clients on all aspects of their wealth. He heads our financial planning services,
having worked previously to train financial advisors in financial planning.
 
Aaron designs financial plans for our clients and makes recommendations on topics including
cash flow management, tax-efficient investing and risk management. He has contributed to
UBS Wealth Planning Insights, a topical report covering financial planning, estate planning and
philanthropy.
 
Aaron practiced corporate law at Cravath, Swaine & Moore in New York City and also with
Jones Day in Atlanta.
 
Aaron and his wife, Eleza, have two children—Aviva and Max. Aaron was a national chess
champion in elementary school but wisely loses to his daughter. Aaron enjoys eating his way up
Buford Highway.

 


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, KY, MA, ME, MO, NC, NJ, NV, NY, SC, TN, TX, UT, VA, WY


Casey J. Wilson

404-760-3219

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B.A. Le Moyne College
 
Casey is in charge of all team operations. He works directly with each client and manages
the day-to-day activities of the team.
 
Casey has over 21 years of experience in the financial services industry. Before joining UBS,
Casey worked at Merrill Lynch in New York as a Financial Consultant.
 
Casey and his wife, Wilma, lived in Maui for eight years where he wrote two novels. He is an
avid fiction reader, watch aficionado and currently he makes fountain pens in his spare time.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, SC, TN, TX, UT, VA, WI, WY