portrait of Joseph R O'Brien
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

About Joseph

Growing up in what I would call a lower middle-class household in Southern New Hampshire, one of the things that always fascinated me most was discovering how people acquired wealth. Joining Edward Jones in 2016 allowed me to explore that curiosity by becoming a financial advisor with the firm. And, to this day, I still utilize that same genuine interest in understanding the stories of my clients' lives, and how those experiences not only shaped the relationship they have with themselves, but their goals and financial ambitions.

That's why nothing inspires our office more than making the world a better...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesOctober 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Massachusetts, LowellBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Martial Arts
  • Golfing
  • Fishing

Team Members

  • Lorraine Thompson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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