Bob grew up appreciating the importance of managing the wealth of hardworking people. His father, Robert O'brien, Sr., was a financial advisor at Merrill Lynch Wealth Management for 38 years and Bob joined him in 1993 after spending three years at Shearson Lehman Brothers.

With Bob Sr's  values and insights, Bob began working with many clients he serves today. They include owners of private businesses (and their 401k plans), corporate executives, affluent families and non-profit organizations. To help clients navigate through life challenges – from retirement and college planning, to business ownership and liability management – Bob coordinates with clients’ CPAs and attorneys, and provides access to Bank of America for residential and securities-based lending.

A lifelong resident of the South Shore, Bob graduated from Boston College’s Carroll School of Management, where he played NCAA Division I hockey for two years. Bob and his wife, Cathy, lives in Duxbury where they’ve raised their three sons. In addition to family time, Bob is an avid golfer, and mountain and road biker. Bob also follows his alma mater’s teams and enjoys volunteering for local charities on the South Shore.

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