William J. O’Brien

Private Wealth Advisor

Credentials:
Years of Experience: 24

Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Phone: 973-285-3624
Email: wobrien@sfr1.com
Website:
LinkedIn:

Bill resides in Rockaway N.J. with his 4 children and his wife Karen. His personal interests include outdoor activities such as fly fishing and hiking.

Specialization
Comprehensive Wealth Planning for Wall St. Professionals
Investment/Tax Analysis and Money Management
Risk Management and Insurance Structuring
Retirement and Asset Projection Analysis
Sophisticated Estate Planning and Gifting Strategies
Corporate Benefit Analysis

Business Experience
Since 1993, Bill has focused on, and specialized in, the specific needs and concerns of highly compensated Wall Street professionals.
His 18 years of exclusive market focus has made him uniquely able to address these concerns while bringing an experienced financial perspective to his clients.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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