Time to do great things

Start planning your future now

Person standing on mountaintop

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Gordon and Amanda 2023

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gordon Semeniuk

    Gordon Semeniuk

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OR
    • PA
    • 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 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.

          13024 Ballantyne Corporate Pl.
          Suite 650
          Charlotte, NC 28277
        •  Amanda Walrath

          Amanda Walrath

          Senior Client Associate

          • image
          • image
          • 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.

                13024 Ballantyne Corporate Pl.
                Suite 650
                Charlotte, NC 28277

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              roots of tree

              Exceptional financial strength and stability

              Advice. Beyond investing.

              UBS Wealth Way

              UBS Wealth Way

              Modern Retirement Monthly

              Modern Retirement Monthly

              Retirement check-in and 2024 preview

              Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

              Learn more

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights