Insight-based advice

Lift ascending the mountains

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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 Mattocks

    Gordon Mattocks

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Gordon brings more than 25 years of experience to the team. He joined UBS in 2005 from Wells Fargo Advisors. He brings exceptional investment knowledge and experience to his clients. Gordon manages client relationships and leads investment recommendations to provide a first class client experience leading to multigenerational relationships. 

    Education and accomplishments:

    • Holds his Series 7, 66, Securities licenses, and Life, Health, and Long-Term Care
    • B.S. Political Science, University of North Carolina at Chapel Hill

    Life:

    • Gordon, Ann Miller his wife, and their children, live in Charlotte, NC.
    • They are active members of Westminster Presbyterian Church. 
    • He enjoys spending time with friends and family, playing golf, and spending time at their family mountain house.

          6100 Fairview Road
          Suite 900
          Charlotte, NC 28210
        • Mike Pistiolis

          Mike Pistiolis

          Authorized Officer

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Mike began his career with UBS in 2017, as a Financial Advisor. Mike has in-depth knowledge of holistic wealth planning to guide executives, entrepreneurs, and their families to pursue their goals.

          He focuses on clearly laying out options and offers straightforward advice and guidance. He provides clients with access to comprehensive financial plans around topics like retirement and legacy planning to help client's focus on what's really important to them.

          Education and accomplishments:

          • Holds his Series 7, 66, Securities licenses, and Life, Health, and Long-Term Care
          • B.S. Finance, University of North Carolina at Charlotte

          Life:

          • Mike and his wife, Jessica, live in Charlotte, NC.
          • They are both active members of Holy Trinity Greek Orthodox Church
          • He enjoys spending time with friends and family, playing golf, spending time on the family farm and fishing. 

                6100 Fairview Road
                Suite 900
                Charlotte, NC 28210

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