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Our financial advice team


Robert Thomas O'Brien

Robert Thomas O'Brien

CRPC®

Financial Advisor

Chief Operating Officer of
Fields Wealth Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Interests

  • Spending time with family
  • Scuba diving
  • Snow skiing
  • Golf
  • Reading
  • Community volunteer work

Awards & recognition

  • Five Star Wealth Manager, 2021

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Financial Management, University of St. Thomas, St. Paul, MN - 2003 - 2007

Previous experience

  • Management, Ameriprise Financial, Dallas, TX, 2016 - 2019
  • Financial Advisor, TIAA-Cref, Houston, TX, 2014 - 2016
  • Financial Advisor, Ameriprise Financial, Minneapolis, MN, 2010 - 2014
  • Financial Advisor, Thrivent Financial, Minneapolis, MN, 2008 - 2009
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Community participation

I'm an active member of the Young Men's Business League in Austin, Texas. I became involved with YMBL because of their mission of developing young professionals into tomorrow's leaders by creating connections, fostering leadership development, and serving the Austin Sunshine Camps. I sincerely believe in the importance of continued leadership development for myself and others, then sharing our leadership with the next generation. For over 100 years YMBL has been a staple in the community for the members of YMBL and for approximately 1,000 children each year that participate in Austin Sunshine Camps.

https://www.austinymbl.org/