Jeremy A. O'Brien - Morgan Stanley Financial Advisor - Melville, NY
Morgan Stanley
Jeremy A. O'Brien
Second Vice President
Financial Advisor
Financial Planning Specialist
Reckson Executive Park
58 South Service Rd, Suite 400
Melville, NY 11747
tel: (631) 755-8828
toll-free: (800) 477-7522 
fax: (631) 755-8999
Biography
Jeremy A. O’Brien
Second Vice President
Financial Planning Specialist
 
A career in financial services was pretty much a “no-brainer” for me. I have always had a good grasp of the ins and out of the financial arena, along with a very personal interest in helping people get the most results for their money. The opportunity to combine my skills and interests made financial services a natural choice.

As far as credentials are concerned, I received a Bachelor of Science degree from Adelphi University and am Series 7 registered with the Financial Industry Regulatory Authority. In addition, I hold Series 65 Registered Investment Advisory Agent and Insurance licenses.

I focus on wealth management and financial planning. The core of my practice is helping to manage and maintain my clients’ assets to ensure the means to achieve life goals. This means that when retirement day comes, my clients should have the means to lead the lifestyle of their choosing; or that when it is time for a child to head for university, tuition and other college-related costs can potentially be covered.

Any client/financial advisor relationship should be rooted in trust. I make sure that my clients know that they can trust me, and, further, that can rely on me to serve their best interests at all times.
 
 
Feel free to contact Jeremy via e-mail at
jeremy.obrien@morganstanley.com




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