Team profile


Your investment strategies

Are you looking for a solid, yet strategic investment strategy that can help to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies

Awards & recognition

  • Charla K McIntyre Fields, Ameriprise Chairman's Advisory Council, 2002-2021
  • Charla K McIntyre Fields, Ameriprise Chairman's Award, 2002-2021
  • Charla K McIntyre Fields, Ameriprise Circle of Success, 2010-2021
  • Charla K McIntyre Fields, Barron’s Top 100 Women Financial Advisors, 2013-2021
  • Charla K McIntyre Fields, Forbes Best-in-State Wealth Advisors, 2018
  • Charla K McIntyre Fields, Barron’s Top 100 Independent Financial Advisors, 2020
  • Charla K McIntyre Fields, Barron’s Top 1,200 Financial Advisors, 2014-2021
  • Charla K McIntyre Fields, Financial Times 400 Top Financial Advisers, 2018-2020
  • Charla K McIntyre Fields, Five Star Wealth Manager, 2012-2016, 2018-2021
  • Robert Thomas O'Brien, Five Star Wealth Manager , 2021

Community participation

Marine Toys for Tots Foundation

Mobile Food Pantry for Mission Central Metroplex in Hurst, TX