John O'Brien

John O'Brien is a Financial Advisor with Merrill Lynch Wealth Management dedicated to helping individuals, families, and business owners pursue their financial goals through personalized wealth management strategies. John is committed to placing his clients' interests first and providing objective guidance designed to help them make informed financial decisions.

John holds Series 7, 63, and 65 FINRA registrations, as well as New York State Life and Health Insurance licenses. He has also earned the Chartered Retirement Planning Counselor™ (CRPC™) and Accredited Asset Management Specialist™ (AAMS™) designations, reflecting his commitment to continuing education and professional excellence in financial planning, retirement strategies, and wealth management.

John takes pride in building lasting relationships with clients by understanding their unique goals, values, and concerns. His approach emphasizes comprehensive planning, disciplined investment management, and ongoing communication to help clients navigate life's financial opportunities and challenges with confidence.
Outside of his professional practice, John is actively involved in charitable organizations, including the Sunrise Association, which provides support and summer camp experiences for children with cancer and their siblings. He believes strongly in giving back to the community and supporting causes that make a meaningful impact on the lives of others.

In his free time, John enjoys spending time with family and friends, supporting local charitable initiatives, and playing golf.

"My goal is simple: to provide thoughtful advice, personalized service, and a long term relationship that helps clients preserve, grow, and transfer wealth across generations."