John O'Brien - UBS Financial Services
Financial Service
Why pick this one
They provide tailored financial strategies for ultra-high net worth investors and have been in business since 2011.
Best for
- wealth management for affluent families
- financial strategies for business owners
- investment guidance for entrepreneurs
Look elsewhere if
- looking for basic financial services
- require low-cost financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- serves ultra-high net worth investors
- operates from UBS Private Wealth Management office
- has over 30 years of financial services experience
- founded by John O'Brien
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd, Charlotte, NC 28210
- Phone
- (704) 362-8296
- Website
- https://advisors.ubs.com/john.j.obrien
- john.j.obrien@ubs.com
Services
- private wealth management
- financial advisory