Experience

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.

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.