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

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

My Areas of Focus

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