The Umbel Group at Morgan Stanley

After graduating from Duke University with a degree in Economics, Dan spent eight years in banking and management. Prior to joining Morgan Stanley, Dan worked for Merrill Lynch Wealth Management since 2008 as a Financial Advisor. In addition to serving his individual clients, he has held various leadership positions throughout his professional career. For the 4th Consecutive Year, Dan has been named to "Forbes Best-in-State Wealth Advisors" list 2019-2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Dan holds the Certified Private Wealth Advisor^® designation, awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the University of Chicago Booth School of Business. He is an experienced Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Morgan Stanley model portfolios and third-party investment strategies.

While at Duke, Dan earned eight varsity letters competing on the football and lacrosse teams. Dan enjoys coaching youth lacrosse and most importantly spending time with his wife and two sons.

Jeff joined The Umbel Group in early 2015 bringing 30 years of comprehensive wealth management experience to the team with a focus on wealth planning, credit, and estate strategies.

Jeff has earned the CERTIFIED FINANCINAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Jeff is a native of Rochester, New York and is a graduate of Rochester Institute of Technology where he graduated with a BS in Accounting. In addition, he is also a past President of The Rotary Club of Savannah East and a Paul Harris Fellow. Jeff moved to Savannah with his wife 10 years ago and lives in the Landings. He enjoys walking, biking, and golf. Jeff has three married children and four grandchildren.

Karl graduated from St. John Fisher College in 2009, and began his career in the financial industry immediately thereafter. Karl joined the Miller Umbel Group in 2014, and was subsequently named a partner to the team in the fall of 2017. He and his team were named to the “Forbes Best-in-State Wealth Management Teams” list in 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Karl holds a CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He understands the complexities of the ever changing financial climate and works to develop customized recommendations based on the best interests of those he works with. Karl follows a disciplined planning process dedicated to mitigating risk, reducing cost, and guiding families and individuals to meet and exceed their lifestyle and legacy goals. He focuses on establishing, developing, and deepening relationships while emphasizing the creation and implementation of a goals based wealth management plan.

While at St. John Fisher College, Karl competed on the varsity tennis team and earned Empire 8 All-Conference selections in each of his four years. Karl resides in Savannah, Georgia with his wife Kristen, daughter Elianna and son Eugene.

Morgan McAlpin is a Senior Vice President, and Portfolio Management Director with Morgan Stanley. He has been employed in the investment industry continuously since 1988, after completing his undergraduate degree from Georgia Tech and subsequently, earning his MBA in finance from Georgia State University. Morgan focuses his efforts primarily on providing investment and consulting services to affluent families. Morgan is designated as a Family Wealth Director and has earned his Chartered Retirement Planning Counselor, CRPC^® certification. As a Family Wealth Director, he has been extensively trained to understand the complexities involved in managing the multi-faceted, nuanced financial concerns and challenges of wealthy families. Morgan relies on a broad array of tools such as a values-based approach to wealth planning which places the client’s value system at the core of the process. As a Chartered Retirement Planning Counselor, Morgan gains an in-depth knowledge of individuals’ needs both before and after retirement. This process includes helping meet multiple financial objectives, sources of retirement income, personal savings, employer sponsored retirement plans, income taxes, retirement cash flow, asset management, and estate planning strategies. Morgan is deeply involved in a variety of civic and non-profit organizations. He is the Savannah’s past Rotary President and Rotary’s Past Foundation Chairman for District 6920.

Morgan, and his lovely wife Liz, have raised five children and are proud grandparents as well.

Amanda hails from the great state of Maine, where she earned her Bachelor’s degree in Clinical Psychology and graduated Magna Cum Laude from Husson University.

Prior to joining Morgan Stanley, she began her career in 2005 at Merrill Lynch Wealth Management as a Client Associate in Winston-Salem, NC. After deciding she was living too far from the coast, she migrated down to Savannah, GA in May 2011, where she joined Craig Miller and Dan Umbel as a Registered Senior Client Associate. In 2017, Amanda chose to take a two-year hiatus from the financial world to go work for Oelschig’s Nursery, a local wholesale greenhouse. Armed with new knowledge, experiences and skills, Amanda has returned to pick up where she left off, providing clients with the highest level of personalized service.

In her spare time, she enjoys yoga, reading, gardening, spending time with friends, as well as her dog Marcus and her cats Floyd and Merrill.