Prior to joining First Republic in 2020, Mr. O’Brien was a Vice President at J.P. Morgan Securities, which he joined in 2011 from JPMorgan Chase & Co. He began his career at Wachovia in 2004. Mr. O’Brien dedicates his practice to financial planning with a special emphasis on business transition planning.
Mr. O’Brien earned his bachelor’s degree in Business from Florida Atlantic University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans Specialist℠.
Wealth Management Experience: Since 2004
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