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John O’Brien, PIA
Email jobrien@primefinancial.com
Location Winter Park (FL)
Specialty Individual Wealth Management, Retirement Plan Consulting
Zip Code 32003, 32008, 32009, 32011, 32013, 32024, 32025, 32033, 32034, 32038, 32040, 32043, 32044, 32046, 32052, 32053, 32054, 32055, 32058, 32059, 32060, 32061, 32062, 32063, 32064, 32065, 32066, 32068, 32071, 32073, 32079, 32080, 32081, 32082, 32083, 32084, 32086, 32087, 32091, 32092, 32094, 32095, 32096, 32097, 32102, 32110, 32112, 32113, 32114, 32117, 32118, 32119, 32124, 32127, 32128, 32129, 32130, 32131, 32132, 32133, 32134, 32136, 32137, 32139, 32140, 32141, 32145, 32147, 32148, 32157, 32159, 32162, 32163, 32164, 32168, 32169, 32174, 32176, 32177, 32179, 32180, 32181, 32182, 32187, 32189, 32190, 32192, 32193, 32195, 32202, 32203, 32204, 32205, 32206, 32207, 32208, 32209, 32210, 32211, 32212, 32214, 32216, 32217, 32218, 32219, 32220, 32221, 32222, 32223, 32224, 32225, 32226, 32227, 32228, 32233, 32234, 32244, 32246, 32250, 32254, 32256, 32257, 32258, 32259, 32266, 32277, 32301, 32303, 32304, 32305, 32306, 32307, 32308, 32309, 32310, 32311, 32312, 32313, 32317, 32320, 32321, 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John O’Brien, PIA

FINANCIAL ADVISOR

John brings more than 20 years of experience in the financial industry, grounded in trust, loyalty, and lasting relationships. He works with individuals, families, and small businesses, drawing on expertise shaped at some of the world’s most respected financial institutions, including Merrill Lynch Wealth Management, Fidelity Investments, and Santander. His specialties include banking, wealth and portfolio management, retirement and legacy planning, and risk- and tax-efficient strategies.

He holds multiple FINRA licenses, including Series 6, 7, 65, and the SIE. John is also a licensed Insurance Producer for Life, Health, and Annuity and has earned certifications in Personal Financial Planning and as a Personal Investment Advisor (PIA). These credentials reflect his deep commitment to his craft and his passion for being a consummate professional—serving clients with integrity while honoring the history and traditions of the financial industry.

John believes everyone deserves access to a trusted financial professional, someone who can help them make more informed decisions and use their wealth to live with purpose. His work is not just about managing money; it’s about building meaningful, long-term relationships and helping people navigate life’s pivotal moments with clarity and confidence.

At the heart of John’s approach is what he calls the financial playbook, a comprehensive, personalized strategy document that serves as each client’s financial roadmap. This is not a one-size-fits-all plan; it’s a collaborative, evolving process tailored to the client’s goals, challenges, and vision for the future.

John has proudly called New Hampshire, and the Granite State community, home for over 40 years. He lives in Bedford with his wife, Michelle, a Library Media Specialist in the Hollis School District. Together, they’ve raised a blended family of five children. He also maintains strong ties to family, friends, and clients in Florida. Outside the office, John enjoys volunteering, traveling, golfing, live music, discovering great food, and the occasional cigar.

 

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

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