The O'Brien Group
Wealth Management Advisor
Senior Vice President-Wealth Management
1700 WEST PARK DRIVE
WESTBOROUGH, MA 01581
Global Wealth Management
1700 WEST PARK DRIVEWESTBOROUGH,
Directions to BranchPhone:
The O’Brien Group is a Wealth Management team located in the Westborough, Massachusetts office of Merrill Lynch with over 65 years of combined professional experience. The O’Brien Group develops wealth planning strategies and provides investment consulting to individuals and families with investable assets of $1 million or more. Working as a team allows us to collectively apply our respective areas of experience and provide exceptional recommendations and service to clients. We employ a four-step Wealth Management process which includes a disciplined schedule of quarterly reviews with every client to discuss the market outlook, review portfolio performance, evaluate investment managers, and measure progress towards financial goals.Our mission is to be the Essential Partner for our clients and to provide them with the confidence and satisfaction that comes from achieving their financial and lifestyle goals.Terence J. O’Brien, Senior Vice President, Wealth Management Advisor, CIMA®, CFP®Terry joined Merrill Lynch in 1978 and has over 35 years of experience providing wealth management advice and services. He received a BA from Colby College. In 2003, Terry recieved the Certified Investment Management Analyst ® (CIMA®)designation, awarded by the Investment Management Consultants Association, taught in conjunction with The Wharton School, University of Pennsylvania. Terry is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards. Terry leads the investment management consulting practice for The O'Brien Group. Terry’s outside interests include golf and skiing.
Joanne M. Mulcahy, Investment Associate, CFP®, CRPC®Joanne is an Investment Associate with Merrill Lynch. She joined Merrill Lynch in 1981 and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards. She attended the Universidad de las Americas in Puebla, Mexico and received her BA from Worcester State College. Joanne develops wealth planning strategies for clients of The O'Brien Group. Joanne holds the professional designation of Chartered Retirement Planning CounselorSM (CRPC®). Joanne and Terry live in Northborough, MA with their daughter Maggie. She is also an avid golfer.Samia Gobran, Client AssociateSamia has been with Merrill Lynch since 1995. She has extensive client service experience with Merrill Lynch and focuses on delivering first class service to clients of the O’Brien Group. Samia holds a BA in Business Administration from the American University in Cairo, Egypt. Samia lives in Northborough, MA with her husband and two sons. She enjoys spending time with her family.Certified Investment Management Analyst ® is a certification mark and CIMA® is a registered certification mark of Investment Management Consultants Association Inc.CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Chartered Retirement Planning Counselor SM and CRPC® are registered service marks of the College for Financial Planning®
Terence O'Brien is registered to do business in:AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, PA, RI, VA, VT
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