Timothy O'Brien, CFPBranch Manager
First Vice President - Investments
Tim O'Brien is the Branch Manager of the Spring Lake, NJ office where he creates an inspired, unified and motivated branch team, recruits and retains new and experienced Financial Advisors, coaches Financial Advisors to help grow their practices, manages branch profitability and risk supervising and protects the interests of clients and the firm. He also is a First Vice President - Investments and Senior PIM Portfolio Manager with his own business practice where he focuses on asset and liability management for entrepreneurs, business owners, high-net-worth families and individuals, professional practices, corporations, non-profits, and corporate executives. Together with his team, Tim effectively oversees the Spring Lake office while ensuring that his own clients receive the excellent hands-on service that they deserve.
Tim draws upon nearly 30 years of experience in the financial services industry and his training and experience as a CERTIFIED FINANCIAL PLANNER™ professional to help his clients through both bull and bear markets using long-term strategic planning to help them achieve their goals.
While a Hospital Director, Tim served as a member of the Hospital's Pension Trust Committee responsible for overseeing the hospital's pension and defined contribution plans. He also chaired the Strategic Planning Committee, which oversaw the successful merger into Meridian Healthcare in 2015.
Tim also is an active volunteer for the Howell Township Board of Education, where he has served since being first elected in 2009.
Tim graduated from the State University of New York at Binghamton in 1987. He has been interviewed on the CNN-FN "Your Money" program and "Viewpoints" on National Public Radio about issues in planning for families with children with disabilities.
Tim lives in Farmingdale with his wife, Colleen, their three beautiful daughters, and their furry German Shepard son, Blaze.