William O’Brien

Investment Advisor

Bill is an Investment Advisor in our Wellesley, MA, office and has over 35 years of industry experience. Bill is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning. He assists clients in establishing goals and objectives, working towards developing an overall strategy, while formulating and implementing tailored solutions. In addition he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, risk tolerance, taxes, and time horizon.

Before joining F.L.Putnam, Bill most recently served as a senior vice president at Bank of America Private Bank and its predecessor Fleet Investment Advisors for 27 years. Previously, Bill was a sales manager at Boston Safe Deposit and Trust and an account officer at US Trust.

Bill lives in West Roxbury, MA, with his wife Lisa and they have three children. In his free time, Bill is an NCAA football official and a long time coach of Parkway Youth Hockey and Parkway Youth Soccer. Bill is also a Best Buddies volunteer and enjoys playing hockey and golf.

Joined F.L.Putnam in 2020

 

Education

BA Economics, Iona College

Committees

Investment Advisory Sub-Committee