CoverProfile

Pat O’Brien

Partner, Financial Advisor

Krilogy

United States, Missouri, St. Louis

About Me

Pat specializes in comprehensive wealth management for families, advising trustees and beneficiaries of irrevocable trusts and advising clients on charitable giving. Emphasizing a high level of communication and concierge service, Pat works to create plans that will positively impact the course and trajectory of where a client’s finances can take them. Beginning in the financial services industry in 2005, Pat is the recipient of the Small Business Monthly 2015 Top 100 People to Know, and currently holds the CERTIFIED FINANCIAL PLANNERTM designation from the Certified Financial Planner Board of Standards and the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Banker
View more

Profile Information

Partner, Financial Advisor

Krilogy

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St. Louis

Missouri

United States

May 15, 2024

More profiles to browse

DF
Drew Forrester
Partner, Senior Wealth Advisor
KF
Kristin Fomon
Certified Financial Planner™, Partner and Senior Wealth Advisor
Profile Photo
Bill Pohrer
Partner and Senior Wealth Advisor
Profile Photo
Debbie Smiley
Senior Wealth Advisor, Attorney

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation