Work History
Edward Jones
Edward JonesApril 2001 to Current
FINANCIAL ADVISOR
Michael Y O'Brien
AAMS™
2323 E Capitol Drive, Shorewood, WI 53211opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Sustainable investing
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
About Michael
I’ve always considered myself a "people person"; I get my energy from interacting with and helping others. This is what initially drew me to Edward Jones: helping people with their financial needs. I began my career with Edward Jones in 2001.
Fostering long-term relationships with my clients is the foundation of my practice. It’s important for me to understand what’s important to my clients because I use an established process to build personalized strategies to help them meet their individual goals. Then I work with my clients throughout their life to help ensure they stay on track.
I partner with Senior...
Fostering long-term relationships with my clients is the foundation of my practice. It’s important for me to understand what’s important to my clients because I use an established process to build personalized strategies to help them meet their individual goals. Then I work with my clients throughout their life to help ensure they stay on track.
I partner with Senior...
Work History
Edward Jones
Edward JonesApril 2001 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
University of Wyoming
University of WyomingBachelor of Science
Education
University of Wyoming
University of WyomingBachelor of Science
Personal Interests
- Camping
- Home Improvement
- Outdoor Enthusiast
- Sailing
- Woodworking
Team Members
Michelle MolinaSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Phone
(414) 963-8727Fax
(866) 462-0146Office Address
2323 E Capitol DriveShorewood, WI 53211
Location
ShorewoodFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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