Broker Check
William J. O'Brien, AEP, CLU®, ChFC®

William J. O'Brien, AEP, CLU®, ChFC®

Financial Consultant®

Working in the financial industry since 1981, Bill has acquired a great deal of knowledge and experience. Providing financial guidance in partnership with Joseph Sullivan from 1987 to his semi-retirement in January 2017, Bill services clients throughout the New England area with an additional branch location in Naples, Florida. With access to some of the world’s premier financial managers, Bill is able to help clients pursue their personal and financial goals. Specialty areas are asset management, estate preservation, business succession and benefits, college funding and life, and disability and long-term care insurance, as well as variable and fixed annuities.

Bill has been married to his wife, Helen, since 1973. They have two children, Melissa and Matthew and they have five grandchildren.

Professional Designations

  • Chartered Financial Consultant® (ChFC®)
  • Accredited Estate Planner (AEP)
  • Chartered Life Underwriter® (CLU®)

Personal Information

  • Television and radio personality
  • Airline transport pilot license, flight instructor
  • Media chairman, March of Dimes, 1975–1978
  • Hobbies include music, golf, and fishing

Education and Training

  • 1985–1998 The American College, ChFC®, CLU®, AEP
  • 1970-1972 Berklee College of Music
  • 1974–1976 Airline transport pilot, Omni Beechcraft, Beverly, Massachusetts
  • 1967–1969 Private, commercial pilot/flight instructor
    Executive Flyers, Hanscom Field, Bedford, Massachusetts
  • 1963–1966 United States Army, Southeast Asia and the Orient
  • Honor Guard, Fort Myer, Arlington, Virginia