The O'Brien Group - UBS Financial Services Inc.
Why pick this one
They provide Private Wealth Management tailored for ultra-high net worth investors and have over 30 years of combined experience.
Best for
- affluent families
- business owners
- investment bankers
- entrepreneurs
Look elsewhere if
- simple investment advice
- budget financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- Operates from one of ten UBS Private Wealth Management offices in the U.S. designed for ultra-high net worth investors
- Team has over 30 years of combined financial services experience
- John J. O'Brien holds a degree in economics from Duke University
- William F. O'Brien has a B.A. degree in finance and a minor in economics from Wofford College
- Years in business
- 12
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 900, Charlotte, NC 28210
- Phone
- 7043628296
- Website
- https://advisors.ubs.com/og/?utm_source=Yext&ut...
- john.j.obrien@ubs.com
Services
- Private Wealth Management