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Wealth Management Advisor
Senior Vice President - Wealth Management
Registered Client Associate
Delivering financial confidence to achieve our clients’ most important life goals is the foundation of what we do every day. We believe that by helping to improve a person’s financial life, we will have an impact on their overall well-being thus giving them the freedom to focus on family, business and living well. By truly understanding what matters most to our clients, we use the experience of our team and the deep resources at Merrill Lynch to plan and invest to meet the financial lifestyles and outcomes that our clients’ desire. Through this shared vision, we enjoy a rewarding relationship in this financial journey together.Our team combines the dedicated service and customized strategies of a boutique financial advisory firm with the vast resources of Merrill Lynch to help clients simplify all aspects of their financial lives. Our Group's longstanding relationships include individuals, families, corporate executives and non-profit organizations. Every client has access to a team of highly qualified professionals who are proven and committed to forging long-term relationships built on service, honesty, trust and accessibility. The process creates a distinctive relationship between Advisor and client - one that goes beyond mere transaction-based activity - and instead, relies on mutual understanding, collaboration, trust, and counsel.
Christopher E. Fahey, CFP®Wealth Management AdvisorSenior Vice President - Wealth ManagementChris joined Merrill Lynch in 1999 and has over twenty five years of experience in financial services. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1998 and focuses on advanced wealth management strategies for families and business owners. Chris holds a BA in Economics from the University of Massachusetts at Amherst. He serves on the finance committee of Norwell Visiting Nurse Association & Hospice and enjoys tennis, skiing and running. He, and his wife, Tracey, live in Hingham, MA with their three children.Frank O'Brien, IIIWealth Management AdvisorSenior Vice President - Wealth ManagementFrank is entering his eighteenth year at Merrill Lynch now a Senior Vice President - Wealth Management, Wealth Management Advisor and Partner of the Fahey/O’Brien Group. Frank’s passion for the business is rooted in a keen understanding of what is most important to his clients, then delivering on a planning and investment strategy to reach these life goals. Through his experience, coupled with the deep resources of his team and Merrill Lynch, Frank believes his best years for serving his great clients are ahead of him. Frank received his BA in Economics from Lake Forest College and enjoys coaching youth hockey, boating, fishing, cycling and golf. Frank and his wife Amy enjoy living in Hingham, MA with their three children Jay (16), Trevor (13) and Liza (13).Patrick J. McAuliffe, CRPC® Investment AssociateVice PresidentPatrick began his career at Merrill Lynch in 2003 as an intern and joined the Fahey/O’Brien Group in 2004, assisting them in establishing exceptional client relationships by maintaining the highest standards of service. He earned both a B.S. in Finance and M.S. in Financial Planning from Bentley College and holds the Chartered Retirement Planning CounselorSM designation, all of which assist him in his everyday focus for the team with relationship management, performance reporting, and goals-based wealth management planning. He resides in Hanson with his wife Christine.Janet CurranClient AssociateJanet serves as the lead Client Associate for the Fahey/O’Brien Group. She utilizes her 20 years of administrative and operational experience at Merrill Lynch to successfully serve the needs of the team’s clientele and help ensure that we consistently deliver a high level of service. She assists our clients with a wide range of daily needs including ongoing account maintenance, operational and customer accounting, and client communications. She currently resides in Holbrook, MA with her husband Jerry and their two children Tyler and Kaylee. Kathleen M. GriffinRegistered Client AssociateWith more than 10 years of experience in consulting and operations management, Kathy focuses on building and nurturing client relationships for our team by way of offering efficient and proactive guidance to our clients to help ensure they are well-informed of the wide range of capabilities our team and Merrill Lynch offers to help improve their financial lives. She also manages the new account implementation and asset consolidation process, online concierge services, baking solutions, event planning and marketing for our team. She and her husband Jim reside in Cohasset, MA with their four children Kate, Beth, Annie, and Mary Claire.Kathleen M. LangrillMerrill Lynch Banking AdvisorSenior Vice President - Wealth ManagementYou may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Kathleen Langrill, Senior Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Kathy has been in the financial services industry since 1984 and joined Bank of America in 2002.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTITFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Christopher Fahey is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
Frank OBrien III is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
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