Timothy W. O'Brien and Stefanie C. Gretkowski
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Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Timothy W. O'Brien

Senior Vice President–Wealth Management

Experience

  • 40 years of experience in the financial services industry
  • Tim started his career at EF Hutton in 1983, and joined PaineWebber Inc. in 1990
  • Tim was the Branch Manager in South Burlington, Vermont branch in 1995 to 2001
  • In 2008 Tim completed the firm's Wealth Advisor designation

Degree

  • Bachelor of Science – Economics, University of Vermont
  • Tim holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0D30201)

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

Timothy W. O'Brien

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Timothy W. O'Brien

Education

  • University of Vermont, Bachelor of Science - Economics

Credentials

  • Wealth Advisor

Timothy W. O'Brien

38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

Timothy W. O'Brien

Senior Vice President–Wealth Management

Experience

  • 40 years of experience in the financial services industry
  • Tim started his career at EF Hutton in 1983, and joined PaineWebber Inc. in 1990
  • Tim was the Branch Manager in South Burlington, Vermont branch in 1995 to 2001
  • In 2008 Tim completed the firm's Wealth Advisor designation

Degree

  • Bachelor of Science – Economics, University of Vermont
  • Tim holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0D30201)

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Vermont, Bachelor of Science - Economics

Credentials

  • Wealth Advisor
38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

Stefanie C. Gretkowski, CFP, CDFA

Senior Wealth Strategy Associate

Certified Divorce Financial Analyst

Experience

  • 26 years of experience in the insurance and financial service industry
  • Stefanie started at Prudential Insurance in 1997 and joined PaineWebber Inc. in 1998
  • In 2000 to 2003 she joined Smith Barney and then rejoined UBS Financial Services in 2003
  • In 2013 Stefanie obtained her CERTIFIED FINANCIAL PLANNER™ certification and is CFP® professional

Degree

  • Master of Business Administration, Champlain College, Burlington, Vermont
  • Bachelor of Arts – Professional Studies, focus in business, Johnson State College

 

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IA
  • IN
  • MA
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OR
  • SC
  • TX
  • VA
  • VT
  • WA

Stefanie C. Gretkowski, CFP, CDFA

Education

  • Champlain College, Master of Business Administration
  • Johnson State College, Bachelor of Arts – Professional Studies, Focus in Business

Credentials

  • Certified Divorce Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™

Stefanie C. Gretkowski, CFP, CDFA

38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

Stefanie C. Gretkowski, CFP, CDFA

Senior Wealth Strategy Associate

Certified Divorce Financial Analyst

Experience

  • 26 years of experience in the insurance and financial service industry
  • Stefanie started at Prudential Insurance in 1997 and joined PaineWebber Inc. in 1998
  • In 2000 to 2003 she joined Smith Barney and then rejoined UBS Financial Services in 2003
  • In 2013 Stefanie obtained her CERTIFIED FINANCIAL PLANNER™ certification and is CFP® professional

Degree

  • Master of Business Administration, Champlain College, Burlington, Vermont
  • Bachelor of Arts – Professional Studies, focus in business, Johnson State College

 

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IA
  • IN
  • MA
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OR
  • SC
  • TX
  • VA
  • VT
  • WA

Education

  • Champlain College, Master of Business Administration
  • Johnson State College, Bachelor of Arts – Professional Studies, Focus in Business

Credentials

  • Certified Divorce Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™
38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

Jennifer Christoffel McGrath

Senior Registered Client Associate

Experience:

Jennifer joined the firm, formerly, PaineWebber in 1994.  She worked with Tim and his Branch Management Team until she left to raise her three boys.  She returned to the O'Brien Gretkowski Team in 2014.  She is a Senior Registered Client Associate with 20 years experience in the Financial Services Industry.

Degree:

Bachelor of Arts - Business Administration 1998, Champlain College, Burlington, VT

Personal:

Played 2 years, Soccer and Softball at the Collegiate level.  She loves to play golf with her family.  She enjoys watching her boys play baseball, from Little League right up through the Collegiate Level.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Jennifer Christoffel McGrath

Education

  • Champlain College, Burlington, VT, Bachelor of Arts - Business Administration

Credentials

  • Senior Registered Client Associate

Jennifer Christoffel McGrath

38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

Jennifer Christoffel McGrath

Senior Registered Client Associate

Experience:

Jennifer joined the firm, formerly, PaineWebber in 1994.  She worked with Tim and his Branch Management Team until she left to raise her three boys.  She returned to the O'Brien Gretkowski Team in 2014.  She is a Senior Registered Client Associate with 20 years experience in the Financial Services Industry.

Degree:

Bachelor of Arts - Business Administration 1998, Champlain College, Burlington, VT

Personal:

Played 2 years, Soccer and Softball at the Collegiate level.  She loves to play golf with her family.  She enjoys watching her boys play baseball, from Little League right up through the Collegiate Level.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Education

  • Champlain College, Burlington, VT, Bachelor of Arts - Business Administration

Credentials

  • Senior Registered Client Associate
38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

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