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    Travis O'brien

    Managing Director, Senior Financial Advisor

    Travis O'Brien is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management.12 He has been with Merrill Lynch since June 1993, accumulating over 31 years of experience in the financial industry.2 O'Brien is a founding partner of the 712 Investment Group, based in New York City.

    As a financial advisor, O'Brien specializes in developing tailored wealth management strategies for clients, focusing on understanding their financial goals, liquidity needs, values, time horizons, and risk tolerance.1 He holds several professional certifications, including CFP® (Certified Financial Planner), CPWA® (Certified Private Wealth Advisor), and CRPC™ (Chartered Retirement Planning Counselor).1

    At Merrill Lynch, O'Brien provides clients with access to the investing insights of Merrill and the banking capabilities of Bank of America, helping them make informed decisions in pursuit of their financial goals.1 His expertise spans various aspects of financial planning, including income management, asset allocation, tax considerations, and long-term wealth building strategies.

    Highlights

    Feb 24 · advisor.ml.com
    712 Investment Group, Financial Advisors in New York, NY 10036
    712 Investment Group, Financial Advisors in New York, NY 10036

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    Travis O'brien
    Travis O'brien, photo 1
    Travis O'brien, photo 2
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    Location

    New York, United States