Time to do great things

• AL
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• KS
• LA
• MA
• MD
• MI
• MT
• NC
• NJ
• NY
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI

Andrew specializes in bringing a holistic wealth management approach to a select group of families including closely held business owners and corporate executives. In addition to being a Certified Investment Management Analyst® (CIMA®), he is a Certified Exit Planning Advisor (CEPA) with experience in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. His experience guiding clients through exit strategies, differentiates him as one of a select group of wealth managers who truly understand the process for taking business owners comfortably through the "owner to investor" transition. Tapping into the exclusive network he has established across the industry, Andrew can connect you to the right experts at the right time to help further inform your planning decisions for your company, your family and your legacy.

Andrew serves on the board of P3 Foundation which is dedicated to the relief of the impoverished, the ill, and the elderly; furthering community development.  He is also a founding board member of the Exit Planning Exchange Charlotte, a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

 Credentials that build confidence

• Certified Exit Planning Advisor (CEPA)  
• Certified Investment Management Analyst (CIMA®)
• UBS Wealth Advisor
• Portfolio Manager
• Series 7, 9, 10, 31 and 66 securities licenses
• Life, health and long-term care insurance licenses
• B.S., University of Rhode Island
• M.B.A., Providence College

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Exit Planning Advisor
• Certified Investment Management Analyst®

• AL
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• KS
• LA
• MA
• MD
• MI
• MT
• NC
• NJ
• NY
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• WA
• WI

Candace "grew up" in financial services. Always interested in saving and investing, her first job out of college was assisting her dad, a financial advisor. From there, she assisted a number of other Financial Advisors, which helped her decide her ultimate career path.  Candace returned to UBS in 2010 and completed the Financial Advisor Training Program.  She earned the CERTIFIED FINANCIAL PLANNER™ certification in 2012. She helps clients in a variety of areas in managing their finances. Becoming a CFP® is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. The most important aspect of a CFP® is that they have a fiduciary duty, meaning she must make decisions with her clients' best interests in mind. Today, Candace is a lead advisor with Gateway Wealth Management where she focuses on advanced planning, helping clients in transition make smarter decisions about their money. Her planning advice primarily addresses her clients' cash flow, wealth protection and
transfer needs and philanthropic planning.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Divorce Financial Analyst ™
• UBS Wealth Advisor 
• Series 7 and 66 securities licenses
• Life, health and long-term care insurance licenses
• B.S., business administration, University of North Carolina Charlotte
• Member, Divorce Alliance and Financial Planning Association of Charlotte 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™

• AL
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• KS
• LA
• MA
• MD
• MI
• MT
• NC
• NJ
• NY
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• WA
• WI

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 the Gateway Wealth team.  Your experience begins with a thorough financial plan, leading to solutions designed to help you 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 the Gateway team 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.

• FL
• GA
• MA
• NC
• NY
• OR
• RI
• SC
• TN
• TX
• VA
• WA

Insight grounded in experience 
Alec began his career working on a portfolio management team and soon realized that he is a people person and preferred working directly with clients. He joined Gateway Wealth Management in 2016 where he is able to do just that - listening and learning about clients, what they need and what they hope to accomplish with their wealth.  Alec is also the main point of contact for all team operations, including account opening and maintenance, trading, lending and banking inquiries.

Credentials that build confidence

• Series 7 and 66 securities licenses
• Life, health and long-term care insurance licenses
• MBA, B.S., business administration/finance concentration, The College of Saint Rose

Making a difference
Through UBS, Alec volunteers for a number of causes, including the food bank of Charlotte. He lives in Fort Mill, SC with his wife and two children. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his family on weekends.

• NC

Hailing from a background in customer service and event coordination, Robert joined UBS in 2023 for the Gateway Team. He provides operational support, as well as managing the overall marketing aspects of the team, and enjoys creating stronger relationships with clients. 

Robert is a North Carolina native, and in his free time is an avid reader and involved in his local church. 

• Wake Forest University, B.A., Communication

• FL
• NC
• NY
• SC

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.