Colin has more than 8 years of experience in the financial services industry, including spending the earlier part of his career with J.P Morgan’s Chief Investment Office located in New York. He is a graduate of Florida Southern College with a BS degree in Business Administration and Economics. Colin works closely with clients to develop a planning process which will simplify their investment, tax and estate planning needs. He appreciates the complexities involved with helping clients from a variety of backgrounds. Colin lives in West Chester, PA where he enjoys golf tennis and racing cars in his free time.
- BS, Florida Southern College
The O’Brien Financial Advisory team is located in our Malvern, PA office.
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1 †Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Malvern office advisors are not affiliated with LPL Financial.