Senior Vice President–Wealth Management
Financial Advisor
Gordon has been helping clients plan and manage their financial lives since beginning his career in 1983 with Merrill Lynch in Newport Beach, California. He and his family relocated to Charlotte in 1989, joining UBS in 1999.
With the privacy and security of your assets of utmost importance, the vast global resources of UBS are at your fingertips, delivered locally by Gordon and his extended team. Your experience begins with a thorough financial plan, leading to solutions designed for you to enjoy your life and achieve your goals, confident of the solid financial foundation supporting you. Whatever you care about, we're here to help you make it happen.
Ongoing communication is a key element of a strong financial planning relationship. Gordon and Amanda employ a precise service model of regular contact and dialogue so that you continue to understand your own plan and how it can adapt to changes in your life and in the world around us.
Originally from Chapel Hill, Gordon graduated from UNC with a degree in Economics and Political Science. He and his wife, Kay enjoy spending time with their three sons, their wives and three grandchildren.
Senior Vice President–Wealth Management
Financial Advisor
Gordon has been helping clients plan and manage their financial lives since beginning his career in 1983 with Merrill Lynch in Newport Beach, California. He and his family relocated to Charlotte in 1989, joining UBS in 1999.
With the privacy and security of your assets of utmost importance, the vast global resources of UBS are at your fingertips, delivered locally by Gordon and his extended team. Your experience begins with a thorough financial plan, leading to solutions designed for you to enjoy your life and achieve your goals, confident of the solid financial foundation supporting you. Whatever you care about, we're here to help you make it happen.
Ongoing communication is a key element of a strong financial planning relationship. Gordon and Amanda employ a precise service model of regular contact and dialogue so that you continue to understand your own plan and how it can adapt to changes in your life and in the world around us.
Originally from Chapel Hill, Gordon graduated from UNC with a degree in Economics and Political Science. He and his wife, Kay enjoy spending time with their three sons, their wives and three grandchildren.
Senior Client Associate
Amanda began her financial services career in 1997 before teaming with Gordon in 2010. Amanda is Series 7 and 63 securities licensed and represents the strength of UBS' client support.
You will be impressed with Amanda's friendly, client-first attitude. She is highly organized and detail oriented, a perfect fit as your key contact for all administrative needs. You will enjoy the first class experience that Amanda provides.
Senior Client Associate
Amanda began her financial services career in 1997 before teaming with Gordon in 2010. Amanda is Series 7 and 63 securities licensed and represents the strength of UBS' client support.
You will be impressed with Amanda's friendly, client-first attitude. She is highly organized and detail oriented, a perfect fit as your key contact for all administrative needs. You will enjoy the first class experience that Amanda provides.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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