P. Kevin O’Brien is a Certified Financial Planner (TM) and a Managing Director of Investments. He is also a Certified PIM Portfolio Manager. Kevin began his career as a Financial Advisor with A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, in 1985. He has nearly 30 years of experience in the financial services industry. He was named one of the top 1,000 Financial Advisors by Barron’s magazine in 2011, 2014, and 2015 and has achieved the "Premier Advisor" status consecutively since 2008.
Kevin grew up in Abington, Massachusetts and is a Graduate of the Whittemore School of Business at the University of New Hampshire. He holds a bachelor’s degree in Business Administration.
Kevin is a former member of the Planned Giving Advisory Committee at Wentworth Douglas Hospital and the UNH Executive Forum. He is also very active at his daughters’ school, St. Thomas Aquinas. He is a proud supporter of the UNH Wildcats.
His favorite activities – outside of work – are running, skiing and reading. Kevin lives in Portsmouth, New Hampshire with his wife, Sandy and their two children. The O’Brien Family enjoys spending time on Cape Cod, in Stowe, Vermont and Canyon Ranch. Kevin is a member of the Provincetown Art Association and Museum (PAAM).
Barron's - The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices