Ian O'Brien Email & Phone Number

Boston, Ma, Us

Middleton, Massachusetts, United States

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Ian O'Brien may only transact business in states where he is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Ian O'Brien is not registered or excluded or exempt from registration.

Middleton, Massachusetts, United States

• Prepare performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings and generating quarterly investment performancemonitors• Develop presentation materials and proposals to assist Financial Advisors in obtaining clients’ business• May participate in or conduct client/account meetings with or on behalf of the Financial Advisor• Engage in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance and other information necessary to craft comprehensivefinancial strategy in conjunction with the Financial Advisor• Design and produce strategy reports and other types of communications for Financial Advisors to use with clients and prospects as part of the overall marketing initiative• Provide individualized recommendations to the Financial Advisor regarding client situations and their investment managers using Consulting Group manager research• Coordinate with Financial Advisors to help review and evaluate Statements of Investment Policy for clients

Disclosures: © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Ian O'Brien may only transact business in states where he is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Ian O'Brien is not registered or excluded or exempt from registration.