Michael O'Brien
My Mission Statement
My Story and Services
Prior to joining Morgan Stanley, Michael began his career as an intern for PaineWebber & Co. in 1993. After attending the University of California, Santa Barbara, he was asked to join the Prudential team as a full-time member and financial advisor. Michael moved to Seattle in 1995 to be closer to family, where he joined Piper Jaffray & Co. as an investment executive assisting clients in retirement planning and investing. Michael was named to RBC Wealth Management’s Chairman’s Council. He currently holds the Series 7, 63, and 66 licenses, as well as being insurance licensed in multiple states.
Michael married his soulmate, Kate, in 1998. They have three children and live on charming Bainbridge Island. Michael and Kate donate a tremendous amount of time and resources to their community. Michael was previously a board member of the Boys & Girls Club as well as the Epilepsy Foundation Northwest. Kate currently sits on the board at Island School. Michael has coached all of his children’s various youth sports teams. He and Kate are dedicated to helping kids to become strong, independent adults both within and outside of their community. He enjoys a healthy lifestyle by playing basketball regularly and lifting weights. Michael enjoys golf and is a member of the Wing Point Golf & Country Club.
NMLS#: 2110490
WORKING WITH YOU:
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service:
We take the time to fully understand you and your family. Whether you're planning for retirement, purchasing a home, or living out your golden years – we consider all of your challenges, goals, and aspirations when building your financial picture.
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success.
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
CUSTOMIZED SOLUTIONS
As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to help achieve your particular priorities and goals.
Wealth management brings all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career, and your legacy goals to develop an integrated strategy that is uniquely yours.
The decisions you make about your workplace retirement plan can benefit you for years to come. I'll help you understand and put your resources to work, so you can plan, invest, and ultimately transition to retirement with confidence.
The cornerstone of an effective wealth management plan is comprehensive financial planning, which captures your goals, resources and expectations for the future. Effective planning can potentially lead to successful education and retirement income funding. It helps eliminate blind spots, and helps ensure legacy goals are met.
Working with your professional advisors, we can advise and assist with ensuring your savings is passed on to your desired heirs and charities.
RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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Awards Disclosures
