David Haggard Cfa®,Cfp® Email and Phone Number

I work with a seasoned team at Apollon Wealth Management offering comprehensive financial planning and investment management to successful families, retirees and private business owners in a fiduciary capacity. As a CFA Charterholder and Certified Financial Planner I place the welfare of my clients first as we work together to attain their goals.

As a Managing Director, Chartered Financial Analyst Charter Holder and Certified Financial Planner for UCAPAmericas I advise families and individuals with significant wealth, family offices and institutions on investments and wealth planning. My work at UCAP Family Office builds on my previous wealth advisory positions of investment strategist, analyst and private wealth advisor for Wachovia Bank, Stanford Group/Oppenheimer & Co., Piedmont Private Equity and ACG Wealth. UCAP Family… Show more As a Managing Director, Chartered Financial Analyst Charter Holder and Certified Financial Planner for UCAPAmericas I advise families and individuals with significant wealth, family offices and institutions on investments and wealth planning. My work at UCAP Family Office builds on my previous wealth advisory positions of investment strategist, analyst and private wealth advisor for Wachovia Bank, Stanford Group/Oppenheimer & Co., Piedmont Private Equity and ACG Wealth. UCAP Family Office is a division of UCAP Asset Management LLC, a subsidiary of Union Capital Group USA LLC. It provides fully integrated financial services to families with significant wealth. Show less

As a part of the ACG Wealth team, I provided personalized financial advice to help my clients use their money strategically to achieve their financial goals. During my time at ACG Wealth, I served as a member of the investment committee which built investment models for its private wealth clients.

Piedmont Energy Consortium is a full-service renewable energy tax equity financing firm with an emphasis in the solar energy sector. It evaluates individual and portfolio tax equity opportunities and ultimately matches them with appropriate members of Corporate America.

Private Equity Consultant

At Oppenheimer & Co., I helped successful families with the entire scope of their wealth management needs, operating as a discretionary portfolio manager. The company provides a full range of wealth management, securities brokerage, and investment banking services.

Financial Advisor