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Shane O'Brien Email & Phone Number

Vice President of Wealth Management, Legacy Wealth Partners of Raymond James at Raymond James
Location: West Palm Beach, Florida, United States 4 work roles 2 schools
1 work email found @raymondjames.com 6 phones found area 859, 727, and 513 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 6 phones

Work email s****@raymondjames.com
Direct phone (859) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Vice President of Wealth Management, Legacy Wealth Partners of Raymond James
Location
West Palm Beach, Florida, United States
Company size
5 employees

Who is Shane O'Brien? Overview

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Quick answer

Shane O'Brien is listed as Vice President of Wealth Management, Legacy Wealth Partners of Raymond James at Raymond James, a with 5 employees, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 859, 727, 513, and a matched LinkedIn profile for Shane O'Brien.

Shane O'Brien previously worked as Vice President of Wealth Management at Raymond James and Financial Advisor at Morgan Stanley. Shane O'Brien holds Mba, International Business from University Of Miami.

Company email context

Email format at Raymond James

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Shane O'Brien. Compare company email patterns before reaching out.

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Profile bio

About Shane O'Brien

I am part of the Legacy Wealth Partners team at Raymond James and together with my partner, financial advisor Stacey Englander, we are dedicated to bringing our combined experience as well as the global resources of Raymond James to our clients to help them identify and achieve their financial goals. Our clients include individuals, families business owners and HOA's who wish to maximize their current assets and leverage the resources of Raymond James to help them to achieve their goals. It would be our pleasure to add you to the numerous groups we have already helped. Our process includes meeting with our clients to understand their needs and concerns, then working together with them to develop a plan specifically tailored to their situation. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. If you would like to learn more about how we can help you achieve your financial goals through our investment management, lending or retirement planning solutions please reach out to us at shane.obrien@raymondjames.com or https://www.raymondjames.com/legacywealthpartners

Current workplace

Shane O'Brien's current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Vice President of Wealth Management, Legacy Wealth Partners of Raymond James
Toronto, ON
Website
raymondjames.ca
Employees
5
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Company profile
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4 roles

Shane O'Brien work experience

A career timeline built from the work history available for this profile.

Vice President Of Wealth Management

Current
Raymond James

St. Petersburg, Florida, Us

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 subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

Mar 2019 - Present

Financial Advisor

Morgan Stanley

New York, Ny, Us

Feb 2015 - Feb 2019

Financial Advisor

Voya Financial

New York, Ny, Us

Aug 2012 - Feb 2015

Program Trading Middle Office

Citigroup Global Markets Inc
Aug 2005 - Jun 2012
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

BG Bill Geis Bill Geis Colleague at Raymond JamesSt Petersburg, Florida, United States View → JP Julia Prisco, Cfp®, Cdfa® Julia Prisco, Cfp®, Cdfa® Colleague at Raymond JamesNew York City Metropolitan Area, United States View → VF Valerie Fitzgerald Valerie Fitzgerald Colleague at Raymond JamesPittsburgh, Pennsylvania, United States View → LR Lino Rocha Lino Rocha Colleague at Raymond JamesGreater Tampa Bay Area, United States View → SP Stephanie Pierce, M.S., Shrm-Cp Stephanie Pierce, M.S., Shrm-Cp Colleague at Raymond JamesTampa, Florida, United States View → JW Judson Whigham, Aams® Judson Whigham, Aams® Colleague at Raymond JamesAustin, Texas, United States View → ER Elinore Richter Elinore Richter Colleague at Raymond JamesGreater Philadelphia, United States View → SK Sandeep Katikala Sandeep Katikala Colleague at Raymond JamesSt Petersburg, Florida, United States View → SC Sam Copman Sam Copman Colleague at Raymond JamesCharlotte, North Carolina, United States View → BM Beatriz Mejia-Vargas Beatriz Mejia-Vargas Colleague at Raymond JamesUnited States View →
2 education records

Shane O'Brien education

Mba, International Business

University Of Miami

Ba, Communications, Spanish, Business

Villanova University
FAQ

Frequently asked questions about Shane O'Brien

Quick answers generated from the profile data available on this page.

What company does Shane O'Brien work for?

Shane O'Brien works for Raymond James.

What is Shane O'Brien's role at Raymond James?

Shane O'Brien is listed as Vice President of Wealth Management, Legacy Wealth Partners of Raymond James at Raymond James.

What is Shane O'Brien's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Shane O'Brien at Raymond James.

What is Shane O'Brien's phone number?

AeroLeads has found 6 phone signal(s) with area code 859, 727, 513 for Shane O'Brien at Raymond James.

Where is Shane O'Brien based?

Shane O'Brien is based in West Palm Beach, Florida, United States while working with Raymond James.

What companies has Shane O'Brien worked for?

Shane O'Brien has worked for Raymond James, Morgan Stanley, Voya Financial, and Citigroup Global Markets Inc.

Who are Shane O'Brien's colleagues at Raymond James?

Shane O'Brien's colleagues at Raymond James include Bill Geis, Julia Prisco, Cfp®, Cdfa®, Valerie Fitzgerald, Lino Rocha, and Stephanie Pierce, M.S., Shrm-Cp.

How can I contact Shane O'Brien?

You can use AeroLeads to view verified contact signals for Shane O'Brien at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Shane O'Brien attend?

Shane O'Brien holds Mba, International Business from University Of Miami.

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