With more than 30 years of financial services experience, John founded the O'Brien Tate Group in 2011. He brings his clients comprehensive investment knowledge and experience, as well as access to the extensive resources and global reach of UBS.  Within UBS, John is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm’s top 2% of Advisors.

Before joining UBS, John served in wealth management as a Senior Vice President at Wells Fargo and a Partner at JC Bradford & Co. He graduated from Duke University with a B.A. degree in economics. John and his wife, Debbie, have four sons and live in Charlotte and in Kiawah.  He enjoys playing golf and spending time with his family. 

Registered States:
AL, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA

Andrew has more than 20 years of experience. He joined UBS in 2014 from Sterling Capital Management LLC where he served as a fixed income strategist, member of the investment committee, and leader of the institutional and retail distribution teams.  Prior to Sterling, he worked in the debt capital markets group at Bank of America. 

Andrew graduated from Washington & Lee University with a Bachelor's of Science with special attainments in commerce.  He earned the Chartered Financial Analyst (CFA®) designation in 2001.  Andrew lives in Charlotte with his wife, Carson, and their daughter, E.C. 

Registered States:
AL, CA, CO, CT, FL, GA, IL, MD, MI, NC, NY, OH, PA, SC, TN, TX, UT, VA

Will joined UBS in 2015. Prior to UBS, he worked in wealth management at The Vanguard Group and WestEnd Advisors. Will earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Wake Forest University School of Business.

Will graduated from Wofford College with a B.A. degree in finance and a minor in economics. Will lives in Charlotte with his wife, Rachel, and their son, Finn.

Registered States:
AL, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA

Iziar (Izzy) is a Senior Wealth Strategy Associate at UBS Private Wealth Management. Prior to joining UBS in 2015, she was a Relationship Associate at Credit Suisse in Atlanta.

Originally from Argentina, Izzy graduated from Washington and Lee University with a B.S. in Business Administration and a minor in Studio Art. Izzy is Series 7 and 66 licensed.

Registered States:
CA, CO, DC, FL, GA, IL, KY, MA, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA

Ashley is a Wealth Strategy Associate at UBS Private Wealth Management and previously worked as an Inheritance Specialist at The Vanguard Group.  She graduated from North Carolina State University with a B.S. degree in finance and a B.A. degree in international relations, as well as, a minor in Spanish.  Ashley is Series 7 and 66 licensed. 

Registered States:
CA, CO, DC, FL, GA, IL, LA, MA, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA