John O'Brien
John is a Registered Wealth Management Client Associate who joined PSS & Associates in November of 2021. John possesses the Accredited Asset Management Specialist™ designation. He strives to provide excellent customer service through numerous administrative and investment related processes. John is a valuable asset to the team with his problem-solving abilities and his resilient enthusiasm.
","John is currently a Registered Wealth Management Client Associate with the Grand Central Group. His responsibilities include preparing for meetings, wealth planning, and executing asset allocation strategies. With three years of experience as a client associate, John is well-equipped to provide administrative support as needed. He has been in the Wealth Management industry since graduating from the University of South Carolina in 2020.
John holds Series 7, 63, and 65 FINRA registrations, as well as the Accredited Asset Management SpecialistTM designation. He also possesses the New York Life, Accident & Health Insurance License. Outside of the office, John enjoys exploring new restaurants, exercising, and playing a weekend round of golf with friends.
*Asset allocation does not ensure a profit or protect against loss in a declining market.","John is currently a Registered Wealth Management Client Associate with the Grand Central Group. His responsibilities include preparing for meetings, wealth planning, and executing asset allocation strategies. With three years of experience as a client associate, John is well-equipped to provide administrative support as needed. He has been in the Wealth Management industry since graduating from the University of South Carolina in 2020.
John holds Series 7, 63, and 65 FINRA registrations, as well as the Accredited Asset Management SpecialistTM designation. He also possesses the New York Life, Accident & Health Insurance License. Outside of the office, John enjoys exploring new restaurants, exercising, and playing a weekend round of golf with friends.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
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