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Margaret O

Series 66

Shorewood, WI

Edward Jones

Margaret O'Brien is a financial advisor with Edward Jones in Shorewood, WI. She holds a Series 66 designation and has one year of experience at Edward Jones, following five years at Choose Chicago and prior roles in project management and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael O

Series 63

Shorewood, WI

Edward Jones

Michael O'Brien Sr. is a financial advisor with Edward Jones in Shorewood, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning ESG / Sustainable investing Multi-generational wealth transfer Retired Founder/Business Owner Executive
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