P. Kevin O’BrienManaging Director - Investments
PIM Portfolio Manager
Kevin is the Managing Director - Investment Officer of the O’Brien Wealth Management Group of Wells Fargo Advisors. Kevin, a CERTIFIED FINANCIAL PLANNER™ professional, helps individuals and families simplify the many complex aspects of wealth management. His goal is to help his clients reach their financial objectives and simplify their financial lives.
Whether your objectives are to build, manage, preserve or transition your wealth to a future generation, he listens to your needs and creates a comprehensive wealth management plan to help you achieve your goals.
Kevin has been named by Barron’s to the Top 1200 Financial Advisors for five years. He has also been named to the Best-In-State Wealth Advisors by Forbes every year since 2019. And since 2008, Kevin has been named to the Premier Advisors Program, a distinction held by a select group of Wells Fargo Advisors.
Kevin has been serving the needs of his clients since graduating from the University of New Hampshire in 1985.
 The Barron’s Top 1,200 Financial Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
 The Forbes Best-In-State Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
The Premier Advisors Program is a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.