CHRISTOPHER O'BRIEN, ChFC®

Senior Financial Advisor

Managing Director - Investment Officer

Address: 180 BATTERY STREET, SUITE 300 , BURLINGTON , VT 05401
Call: 802-864-2675  |  800-639-8000    Fax: 802-864-6397
Email: Christopher.Obrien2@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Experience

  • 2020 - Present : Wells Fargo Advisors, Managing Director, Sr. Financial Advisor
  • 2008 - 2020 : UBS Financial Services, Sr. Vice President, Sr. Portfolio Manager
  • 2003 - 2008 : Morgan Stanley, Wealth Advisor
  • 2002 - 2003 : Murphy Hesse Toomey and Lehane, Tax Attorney
  • 1996 - 2002 : Deloitte, Tax Manager

My Education & Credentials

  • Bachelor of Science - Business Administration - University of Vermont
  • Juris Doctor (J.D.) - Business Law - Syracuse University College of Law
  • Master of Laws (LL.M.) - Taxation - Boston University School of Law
Securities Registered in the following states: AR, AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, ME, NC, NH, NJ, NY, OH, SC, VA, VT, WA
Insurance licensed in the following states: Resident State: VT
CHRISTOPHER O'BRIEN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Vermont : BURLINGTON Branch