Financial Advisor

Tim O’Brien, a Certified Investment Management Analyst (CIMA), started his career in 2011 with Federated investors where he collaborated with advisors and institutional investors to build risk-adjusted portfolios and develop goal-based investing strategies.

In 2018, TD Ameritrade tapped Tim to provide financial advisory services to individual investors, which included a client base of more than 300 individuals and families. Tim built a strong reputation within the firm and amongst clients through a client-service style that blends the time-tested principles of hard work, listening and constant communication, with a deep understanding of how to leverage the latest tools and tech platforms to give clients the accurate data needed to make informed decisions. His goal for all clients is to help create a financial future with clarity and reduced stress so they can live the lives they want on their terms.

A native Pittsburgher, Tim earned his bachelor’s degree, cum laude, from Duquesne University in 2011.

He lives in Dormont with his wife Rebecka, an entrepreneur in her own right, who founded Western Pennsylvania’s leading trivia-centric event company. Tim is a long-time member of the Dawn Patrol Toastmasters Club. In his free time, you’ll find him with a drill or saw in hand, working on a home-improvement project, or with Rebecka planning their next travel adventure.