Team George M. Gordon III, AAMS®, AWMA®
Managing Partner, Branch Manager
“Along with my family, clients and co-workers are the most important people to me. I am passionate about being there for them and providing the best solutions for every circumstance.”
Serving my clients
Developing deep, meaningful relationships with successful, interesting people has been the most gratifying aspect of my 40-plus years in financial services. The trust clients place in me to manage their wealth and to share their most important and personal issues is an honor, and in turn I strive to give them exceptional guidance and service.
My career as a financial advisor, which began in 1984 by training on Wall Street, has included nearly a decade of managing financial advisors and staff. Employing that industry knowledge and experience, while listening to clients and understanding their needs and desires, allows for successful outcomes.
About me
I am a lifelong competitive athlete, and hold gold, silver, and bronze medals in indoor volleyball, beach volleyball, and senior basketball through USA Volleyball, International Veterans Volleyball Association, National Senior Games, Huntsman Senior Games, and regional, state, and local competitions. I enjoy skiing in the winter, boating in summer, spending time with my family, and being involved in the community.
Experience & Recognition
Certification & Education
- Accredited Asset Management Specialist (AAMS®), a professional designation awarded by the College for Financial Planning
- Accredited Wealth Management Advisor (AWMA®), a professional designation awarded by the College for Financial Planning
- Registered Representative (Series 7); General Securities Sales Supervisor (Series 8, 9, 10); Futures Managed Funds (Series 31); Uniform Securities Agent State Law (Series 63); Investment Adviser Representative (Series 65)
- Licensed Insurance Agent with the Commonwealth of Virginia
- Bachelor’s Degree in Economics from Brown University
*2023 Forbes Best-In-State Wealth Advisors
Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*Five Star Professional Wealth Manager Award, Richmond, VA 2012, 2013, 2022, 2023
The Five Star Wealth Manager award was issued on August 15, 2023 by Five Star Professional (FSP) for the time period June 30, 2022 through June 30, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,095 Richmond-area wealth managers were considered for the award; 67 (6% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: Year: # Considered, # Winners, % of Candidates, Issued Date, Research Period. 2022: 1041, 69, 7%, 11/1/22, 2/28/22 - 8/26/22. 2013: 802, 190, 24%, 10/1/13, 5/6/13 - 9/30/13. 2012: 663, 163, 25%, 10/1/12, 5/6/12 - 9/30/12. Visit www.fivestarprofessional.com.
*Wells Fargo Advisors Platinum Council 1999 - 2024
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.