Access to a world of resources Private Wealth Management

John J. O'Brien

Managing Director - Wealth Management
Senior Portfolio Manager

Visit The O'Brien Tate Group

phone

704-362-8296



Connect with me on LinkedIn


address

6100 Fairview Road
9th Floor
Charlotte, NC 28277



I can offer you access to some of the world's most powerful financial resources. But my priority is providing you with the insights you need to gain context and a better understanding of your entire financial picture. From my wealth management research tailored exclusively for individual investors to the diverse perspectives gathered from across the firm and the industry, I help make sure you have the right guidance to pursue a lifetime of fulfillment.



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts