Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert O'Brien is an Assistant Vice President, Senior Financial Advisor and Senior Portfolio Advisor with The Haddad O'Brien Group at Merrill Lynch in Cincinnati, Ohio. Rob enjoys many aspects of his profession but three stand out: 1) Listening to clients and prospective clients-understanding what's important to them 2) Solving complex financial challenges by creating customized strategies, and 3) Working hard to help clients through a life changing transition: retirement, sale of a business, and estate planning needs. Rob, along with his multi-generational team and the vast resources of Merrill Lynch, are well positioned to serve and lead clients today and well into the future. Additionally, Rob serves in a leadership capacity as coordinator of the Financial Advisor Development Program (FADP) across all four offices in the Ohio Valley market.
Rob is a graduate of Miami University in Oxford, OH and continued his studies in Financial Planning at Boston University. He is also a graduate of Upper Arlington high school in Columbus, OH.
Rob is active in many aspects of our community. In 2015, he was invited to join the advisory board at the Richard T. Farmer School of Business at Miami University for a three year term. Rob also currently serves on the board for the Cincinnati chapter of the American Cancer Society and the Miami University Athletic Development Committee. Recent board service has also included the Miami University Alumni Association and Court Appointed Special Advocates for Kids (CASA). Rob was recognized with the President's Volunteer Service Award under two administrations in 2013, 2015, 2016, and 2017.
Rob and his wife Jackie have two boys and reside in Mariemont, OH. Away from the office Rob enjoys coaching his kid’s travel baseball and hockey teams, playing golf, and traveling.
Rob is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. In 2017, Rob earned the designation as a Retirement Accredited Financial Advisor (RAFA) to offer, service and provide Fiduciary Advisory Services to Defined Contribution retirement plans for corporate and small business owners.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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