Experience

That inspires confidence

Gordon and Mike have more than 30 years of wealth management experience together. It’s the important things—our families, our values, the impact we have on others—that connect us. We have put our experience to work for each one of our clients, specialized in working with entrepreneurs, executives and their families to help them find the best way to pursue the goals that truly matter.

We help our clients navigate every type of market environment, diligently researching trends and investment opportunities. But for us, a comprehensive financial plan based on a deep exploration of your goals is the key to pursuing financial success. And though we are an experienced and seasoned team with access to one of the world’s largest suites of industry-leading resources and solutions, what matters most to us is that you know how much we care.

 

Gordon Mattocks

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

gordon.mattocks@ubs.com
Gordon Mattocks
6100 Fairview Road,Charlotte,NC,28210

Mike Pistiolis

Authorized Officer

Financial Advisor

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. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

mike.pistiolis@ubs.com,gordon.mattocks@ubs.com
Mike Pistiolis
6100 Fairview Road,Charlotte,NC,28210