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Bobby O'Brian is listed as Senior Portfolio Specialist at Raymond James, a company with 12938 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Bobby O'Brian.
Bobby O'Brian previously worked as Financial Advisor at Wells Fargo Advisors and Registered Client Associate at The Regency Group Of Wells Fargo Advisors. Bobby O'Brian holds Bachelor Of Science In Business Adminstration (Bsba), Majored In Business Finance, Banking And Investment Science & Portfolio Management from University Of Nebraska At Omaha.
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What keeps clients up at night? That’s what Bobby aims to identify in order to help put to rest their financial concerns by developing a plan and investment strategies with the highest level of personal service and professional integrity.As a financial advisor, Bobby specializes in retirement planning, qualified plans, education planning and investment planning, all with the goal of helping ensure his clients and future clients are taken care of for generations to come.Having joined Raymond James in 2018, Bobby, who says the firm’s values mirror his own, most enjoys helping people by listening, understanding, acting with trust and integrity and fostering interest in personal finance and investments.Bobby has more than 10 years of experience in the industry, having served as a financial advisor and registered client associate with Wells Fargo Advisors and a sales associate with Morgan Stanley Smith Barney. Bobby is a graduate of the investment science and portfolio management program at the University of Nebraska at Omaha.Bobby has given back to Academy of Finance, a program for high school students that sparked his own interest in the investment world nearly two decades ago.Away from the office, Bobby is an avid supporter of University of Nebraska athletics and Creighton hoops. His passion for the sports extends onto the playing field as Bobby has experience coaching youth baseball and football. He also enjoys live music and a good movie.Originally from Omaha, Nebraska, Bobby lives in Ashland with his wife, Stacy.
Listed skills include Financial Services, Retirement Planning, Asset Allocation, Estate Investment Planning, and 4 others.
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Greater Omaha Area
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.
13330 California St. Suite 100, Omaha, NE 68154
Omaha, NE
Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →
Ryan Weakley
Colleague at Raymond James
Mobile, Alabama, United States, United States
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DM
Don Milich
Colleague at Raymond James
Atlanta, Georgia, United States, United States
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AP
Akshar Patel
Colleague at Raymond James
Boston, Massachusetts, United States, United States
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PL
Pj Lidonde
Colleague at Raymond James
New York, New York, United States, United States
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CG
Cesar Garcia Ortiz, Cfa
Colleague at Raymond James
Atlanta Metropolitan Area, United States
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DB
Dierk Beyer
Colleague at Raymond James
Frankfurt, Hesse, Germany, Germany
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TT
Tammy Taylor
Colleague at Raymond James
St Petersburg, Florida, United States, United States
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SZ
Steve Zaborsky
Colleague at Raymond James
Salem, Ohio, United States, United States
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RR
Rachel Rath
Colleague at Raymond James
Cincinnati Metropolitan Area, United States
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SM
Sarah Mieczkowski
Colleague at Raymond James
Southfield, Michigan, United States, United States
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Quick answers generated from the profile data available on this page.
Bobby O'Brian works for Raymond James.
Bobby O'Brian is listed as Senior Portfolio Specialist at Raymond James.
AeroLeads has found 2 work email signals at @raymondjames.com for Bobby O'Brian at Raymond James.
Bobby O'Brian is based in Omaha, Nebraska, United States while working with Raymond James.
Bobby O'Brian has worked for Raymond James, Wells Fargo Advisors, The Regency Group Of Wells Fargo Advisors, and Citi Smith Barney.
Bobby O'Brian's colleagues at Raymond James include Ryan Weakley, Don Milich, Akshar Patel, Pj Lidonde, and Cesar Garcia Ortiz, Cfa.
You can use AeroLeads to view verified contact signals for Bobby O'Brian at Raymond James, including work email, phone, and LinkedIn data when available.
Bobby O'Brian holds Bachelor Of Science In Business Adminstration (Bsba), Majored In Business Finance, Banking And Investment Science & Portfolio Management from University Of Nebraska At Omaha.
Bobby O'Brian is listed with skills including Financial Services, Retirement Planning, Asset Allocation, Estate Investment Planning, Risk Management, Investment Strategies, Finance, and 401 Planning.
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