The William O'Brien Group-Morgan Stanley

Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My mission is to provide clients with a professional investment team that has a reputation for integrity, trust and superior service. I aim to achieve this goal through a well-defined investment strategy, ongoing review of the investment strategy’s performance, and the client’s personal objective...