Access to a world of resources Private Wealth Management
John J. O'Brien
Managing Director - Wealth Management
Senior Portfolio Manager
704-362-8296
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.
My perspectives
Insights