Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
John O'Brien started his financial profession in 1993. He has worked with some of the most recognized financial firms in the world. John joined Merrill in 2020 to pursue his lifelong dream of building a practice focused on comprehensive wealth management encompassing all aspects of a client's financial life,
His core values center around trust, respect, transparency, and loyalty. He understands how important it is to be an active listener, compassionate, and results-driven. He treats every interaction like it's the most important meeting.
John's consultative approach helps him understand each clients vision, where they are on their journey and what steps are needed to reach their long-term financial goals. His approach includes several pillars: wealth management, asset class selection and allocation, investment selection, systematic rebalancing, and tax management.
John works with individuals, families, professionals, and business owners. He can provide objective advice on banking, investing, insurance, preserving wealth, goals-based planning, retirement income, saving for college, lending, and budgeting. He is supported by a team of product specialists, access to award winning research, resources and technology so clients can make informed decisions. John creates a personalized plan that serves as roadmap to achieving financial goals, recommendations and critical transitional moments.
John has spent most of his life in Southern New Hampshire. He currently resides in Bedford, NH with his wife Michelle who is a Library Media Specialist in the Hollis school district. They have a blended family that includes five children and two dogs. He enjoys spending time outdoors, traveling, cooking, golfing, and visiting family in Florida.
Merrimack College
Merrimack High School
Southern New Hampshire University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Regional Lending Specialist
Bank of America, N.A.
NMLS #1968104
Fratello's, 155 Dow Street, Manchester, NH 03101
November 9th, 2023|4:00 PM - 6:00 PM EST
Join us for an educational seminar, focused on financial planning issues that many women face, followed by a floral design class! We’ll discuss:
• Women’s progression in politics, business and education
• The evolution of women’s earning power and wealth
• Case studies and preparation checklists for specific stages of life
Hors d’oeuvres & refreshments will be available upon arrival. Each guest will leave the event with a stunning, autumn floral arrangement!
Click Here to Register!
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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