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101 DERBY ST SUITE 100HINGHAM,
Wealth Management Advisor
Senior Vice President-Wealth Management
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. We work closely with clients to define their life goals and formulate financial strategies and help foster decisions to achieve those goals. 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.Our investment philosophy focuses on helping clients preserve wealth and prudently manage risk. Our approach is founded on the belief that "low volatility compounding" of investment returns is the most effective way to build wealth over time. We incorporate asset classes that do not correlate highly with one another to achieve more consistent returns without the high levels of volatility associated with the stock market. This approach, combined with in depth planning and the strength of the Merrill Lynch investment platform, allows us to deliver exceptional value to our great clients.
Christopher E. Fahey, CFP®Wealth Management AdvisorSenior Vice President - Wealth ManagementChris joined Merrill Lynch in 1999 after seven years at Fidelity Investments. He has been a Certified Financial Planner™ professional since 1998 and focuses on constructing income replacement plans for clients who are retiring or selling their businesses. 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 has over twenty three years of experience in finance and business management and focuses on portfolio risk management, portfolio construction and servicing his great clients. He joined Merrill Lynch in 1998 and his 1st Quintile ranking among his advisory peers at Merrill Lynch as of 01/31/2015 is a testament to his success in such areas as investment performance, client retention and client satisfaction. He received a BA in Economics from Lake Forest College, enjoys coaching youth hockey, boating, cycling and golf. He lives with wife Amy and three children in Hingham, MA.Patrick J. McAuliffeInvestment AssociatePatrick began his career at Merrill Lynch as an intern in 2003 and joined the Fahey/O'Brien Group in 2004. Patrick's responsibilities include directing client initiatives and assisting with relationship management, performance reporting and plan implementation. He also serves as client technology liaison for the team. Patrick earned both a BS in Finance and MS in Financial Planning from Bentley College. He resides in Hanson with his wife Christine.David LayteFinancial AdvisorDavid joined Merrill Lynch in 2012 after a successful career in the biomedical field. David's background affords him a unique perspective as he works with clients planning for retirement, many needing assistance with planning for health related and long term care needs. His experience, coupled with the extensive knowledge and resources afforded by the Fahey/O'Brien team allow David to add significant value and insight to the wealth management process. David holds a BS from Roger Williams University and resides with his wife Erin in Plymouth, MA. He enjoys boating, equestrian pursuits, golf, and auto racing.Janet CurranClient AssociateJanet Curran joined Merrill Lynch in 1996. She plays a key role for the team in maintaining client account information, scheduling client appointments and coordinating portfolio reviews. Always working to ensure the highest level of client service and satisfaction, Janet assists with account inquiries, new account setup, cash management, and other administrative duties. She lives in Holbrook with husband Jerry and their two children.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 Wealth Management Banker 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.
Christopher Fahey is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA
Frank OBrien III is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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