Christopher O'Brien, ChFC

As Managing Director-Investment Officer, with the Green Mountain Wealth Management Group of Wells Fargo Advisors, I utilize my diverse thirty (30) year financial career to provide our clientele with holistic investment and retirement planning, and customized portfolio management services that align with their financial goals and values.

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

I began my investment career in 2003 as a Wealth Advisor at Morgan Stanley. I subsequently moved my financial practice to UBS Financial Services in 2008 where I was a Sr. Vice President and Sr. Portfolio Manager. In 2020, my team joined with Wells Fargo Advisors.

In addition, as a Chartered Financial Consultant (ChFC®) and former practicing tax and estate planning attorney, I am able to effectively collaborate on our clients’ behalf with outside professional advisors, including accountants and estate planning attorneys, to help successfully implement our clients’ retirement, tax and estate planning strategies.[1]

Finally, I take pride in being recognized as a Wells Fargo Advisors Platinum Council, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Given my strong financial background, I feel I am well-qualified to provide our clients with value-added financial advice and services. Specifically, I draw upon my professional experience to advise clients going through transitions in their financial lives including retiring, changing jobs, selling a business, divorce, death, and inheritance.

Outside of the office, my community involvement includes 10+ years of serving as a basketball and soccer coach at the elementary, middle and high school levels, as well as mentoring students interested in learning about the financial markets. Most especially, I enjoy spending time with my wife, Jamie and our daughters, Lily and Ava.



[1] Wells Fargo Advisors does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.