The Andover Group - UBS Financial Services Inc.
Why pick this one
They provide access to global resources of UBS and have been recognized by Barron's and Forbes for excellence in wealth management.
Best for
- high-net-worth individuals
- business owners seeking succession planning
- families planning for future generations
Look elsewhere if
- clients looking for budget-friendly options
- individuals seeking basic financial services without comprehensive planning
Specialties
- comprehensive wealth management
- multigenerational financial planning
Certifications
- Certificate of Accreditation, UBS Private Wealth Management
What makes them different
- access to global resources of UBS
- Barron's Top 1,200 Financial Advisors, 2025
- Forbes Best-in-State Wealth Advisors from 2019 to 2026
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 900, Charlotte, NC 28210
- Phone
- 7043628271
- Website
- https://advisors.ubs.com/theandovergroup/?utm_s...
- kevin.moran@ubs.com
Services
- wealth management
- financial advisory