Experience Makes all the difference

We provide our clients and their families with financial peace of mind through a prudent and disciplined strategy focused on pursuing their current and long term financial goals.

Mark I. Spiegel

Senior Vice President - Wealth Management
678-441-1077
mark.spiegel@ubs.com
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Mark brings a wealth of experience to The Spiegel Calvin Group. He provides personal service to the group's individual and corporate clients with emphasis in various areas, such as developing asset allocation strategies and implementing these strategies through the selection and monitoring of appropriate money managers. Mark has assisted corporate executives in exercising their stock options and has worked with corporate clients in developing their company retirement plans, as well as other corporate banking-related matters. Mark has over twenty-six years experience as a financial advisor.


Registered States:
AL, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX


Angela T. Calvin, CFP®

Senior Vice President - Wealth Management
678-441-1072
angela.calvin@ubs.com

Angela specializes in developing comprehensive wealth management plans, which includes creating and managing investment portfolios based on client objectives, as well as developing retirement, financial, and wealth preservation estate planning strategies for individuals, families and business owners. She has 20 years experience in the financial industry beginning her career at Smith Barney where she was a member of the Blue Chip Council, a distinction awarded to the top Smith Barney Financial Consultants in their class. Additionally, she earned the designation of CERTIFIED FINANCIAL PLANNER™.


Registered States:
AL, CA, CO, FL, GA, IL, IN, KS, MA, MD, MI, NC, NJ, NY, PA, SC, TN, TX, VA


Richard E. Hamrick, CFA

Financial Advisor
678-441-1021
richard.hamrick@ubs.com
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Richard offers portfolio management and risk mitigation strategies to the clients of The Spiegel Calvin Group. He earned his CFA Charter in 1990, a designation known as the gold standard of credentials within the global investment community. This charter is awarded by The CFA Institute, a global, not-for-profit association of investment professionals whose mission is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. His investment philosophy is in large part based on the CFA body of knowledge and 38 years experience.


Registered States:
AL, CA, CO, FL, GA, IL, IN, KS, MA, MD, MI, NC, NJ, NY, PA, SC, TN, TX, VA