Travis Obrien is a distinguished Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has dedicated over 30 years to guiding clients through the complexities of financial planning and investment management. As one of the original partners of the 712 Investment...
Travis Obrien is a distinguished Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has dedicated over 30 years to guiding clients through the complexities of financial planning and investment management. As one of the original partners of the 712 Investment Group, a boutique-style investment team within Merrill, Travis leads a multidisciplinary group of highly skilled professionals who prioritize compassionate, client-centered service. His expertise spans a wide array of financial disciplines, including retirement cash flow management, goals-based asset management, family legacy planning, and the creation of customized investment portfolios tailored to meet the unique needs of each client.
Travis's commitment to excellence has earned him recognition on the prestigious Forbes "Best-in-State Wealth Advisors" list, a testament to his dedication and impact in the wealth management industry. His approach combines deep market knowledge with a personalized touch, ensuring that clients not only achieve their financial goals but also feel supported throughout their financial journey. Key projects under his leadership often involve comprehensive financial strategies that address both immediate needs and long-term aspirations, allowing families to build and preserve their wealth across generations.
In an ever-evolving financial landscape, Travis remains at the forefront of industry trends, utilizing innovative investment strategies and banking products provided by Bank of America, N.A., and its affiliated banks. His unwavering focus on client success and his ability to navigate complex financial situations make him a trusted advisor for individuals and families seeking to secure their financial futures.
