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Travis O'brien
Managing Director, Senior Financial Advisor
Travis O'brien is a seasoned financial advisor with over 30 years of experience at Merrill in NYC.
He is a founding partner of the 712 Investment Group, a boutique-style team within Merrill Lynch Wealth Management.
The 20-person team boasts over 100 years of combined financial expertise, managing around $6 billion in client assets.
Travis specializes in tailored wealth management strategies for high net worth multi-generational families.
His advisory services cover various areas including concentrated stock positions, fixed income strategies, retirement planning, and estate planning.
The team received accolades from Forbes in 2022 as one of "Americas Top Wealth Management Teams High Net Worth".
Travis O'brien was consistently recognized by Forbes from 2018 to 2023 as one of the "Best in-State Wealth Advisors".
He holds a Bachelor's Degree in Business/Finance from the University of Vermont and resides in Westchester, NY with his wife and three children.
