Senior Vice President–Wealth Management
Financial Advisor
As a lead member of Gateway Wealth Management,
Andrew specializes in bringing a holistic wealth
management approach to a select group of families of
closely held business owners and corporate executives. He
is a Certified Exit Planning Advisor (CEPA) with expertise
in guiding successful entrepreneurs and wealthy families
through the transfer of ownership of their privately held
companies. Andrew's experience guiding clients through
liquidation events, mergers & acquisitions and 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.
In addition, he is a Certified Investment Management
Analyst (CIMA®) having successfully met initial and
ongoing standards to provide objective investment advice
and guidance to individuals and institutions by applying
investment theory and integrating a complex body of
investment knowledge systematically and ethically to
assist clients in making prudent investment decisions.
Credentials that build confidence
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
As a lead member of Gateway Wealth Management,
Andrew specializes in bringing a holistic wealth
management approach to a select group of families of
closely held business owners and corporate executives. He
is a Certified Exit Planning Advisor (CEPA) with expertise
in guiding successful entrepreneurs and wealthy families
through the transfer of ownership of their privately held
companies. Andrew's experience guiding clients through
liquidation events, mergers & acquisitions and 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.
In addition, he is a Certified Investment Management
Analyst (CIMA®) having successfully met initial and
ongoing standards to provide objective investment advice
and guidance to individuals and institutions by applying
investment theory and integrating a complex body of
investment knowledge systematically and ethically to
assist clients in making prudent investment decisions.
Credentials that build confidence
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
Wealth Strategy Associate
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
Making a difference
Through UBS, Alec volunteers for a number of causes, including the food bank of Charlotte. He and his wife, young son and Golden Retriever live in Indian Land SC. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his young son and family on weekends.
Wealth Strategy Associate
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
Making a difference
Through UBS, Alec volunteers for a number of causes, including the food bank of Charlotte. He and his wife, young son and Golden Retriever live in Indian Land SC. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his young son and family on weekends.
Client Associate
Jenny began her career in sales/marketing. She
started with UBS in 2021 helping clients with
operational requests. Her focus on building longterm
relationships with clients and their families
begins with providing exceptional service for all
aspects of their financial needs.
She also coordinates all Gateway Wealth
Management-sponsored events and fully enjoys
engaging with clients in these more informal
settings.
Client Associate
Jenny began her career in sales/marketing. She
started with UBS in 2021 helping clients with
operational requests. Her focus on building longterm
relationships with clients and their families
begins with providing exceptional service for all
aspects of their financial needs.
She also coordinates all Gateway Wealth
Management-sponsored events and fully enjoys
engaging with clients in these more informal
settings.
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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