Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Candace Cline

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Candace is a lead Financial Advisor with Gateway Wealth Management Group where she focuses on advanced planning and helping clients in transition make smart decisions about their money. Her planning advice primarily addresses clients' cash flow, wealth protection, wealth transfer and philanthropic planning needs.

 

 

Registered States:
  • AR
  • CA
  • FL
  • GA
  • LA
  • MA
  • NC
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • BS Business Adminstration, University of North Carolina Charlotte

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
  • Certified Divorce Financial Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210
  • (704) 362-8211

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A team approach

A team approach

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Goals-based planning

Goals-based planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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