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Our financial advice team


Robert Thomas O'Brien, Financial Advisor serving the Hurst, TX area - Ameriprise Advisors

Robert Thomas O'Brien

CRPC

Financial Advisor

Chief Operating Officer of
Fields Wealth Management
12
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Business Retirement Plans

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2021-2022

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

Interests

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