Jeremy A. O'Brien

Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist

Contact Me
Jeremy A. O'Brien


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services


How many moving parts do you have in your life? Car, computer, house, health—these are just a few of the things you depend on in your daily activities.

As your financial advisor, I put your priorities first. When we work together, I get fully acquainted with your near- and long-term goals, objectives, and plans and then apply my knowledge and experience to help you make informed decisions that support your financial wellbeing.

And knowing that you are on the right track financially means you can put more attention on the other moving parts of your life.

Experience the difference.

Many of life’s moving parts require special knowledge and expertise to maintain effectively. Automotive mechanics, computer technicians, real estate agents and construction contractors, doctors and dentists—the list goes on.  The advice and insight that these advisors provide are often the primary basis for decisions you make about what to buy, when to fix, and how much to sell for. 

Finding advisors who put your best interest first is critically important for managing your life’s moving parts. Especially when it comes to your financial affairs.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Qualified Plans
  • Retirement Planning
  • Structured Products
  • Trust Services*

Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, PA, SC, TX, VA, VT; General Securities Representative; Investment Advisor Representative

NMLS#: 1415185

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

The number and diversity of investment choices available today are simply staggering. The days of just buying and holding stocks, bonds, or mutual funds are very much in the past.

Investment practices today call for a high level of understanding and knowledge of dozens of asset classes. Broad diversification is the name of the game to help protect against the market volatility that currently characterizes the market.

I recommend and follow a 4-step investment process with my clients:

  • Create portfolios based on asset and sector classes believed to be in a long term uptrend by Morgan Stanley's Global Investment Committee.
  • Help select and monitor investment strategies for utilization in best-in-class portfolios.
  • Utilize multiple quantitative analysis tools seeking to optimize buy-and-sell decisions.
  • Conduct ongoing review and communication.

This process allows access and use of the right information and knowledge to help maintain an effective level of diversification.



  • Cold Spring Harbor Lions Club Vice-President
  • Financial Planning Association



  • 58 South Service Rd, Ste 400
  • Melville, NY 11747


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Jeremy A. O'Brien today.

    Dow    116.36


    Nasdaq    20.06


    S&P 500    4.02

    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures