Senior Vice President–Wealth Management
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.
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.
Senior Client Associate
Amanda began her financial services career in 1997 before teaming with Gordon in 2010. She is fully registered 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.