Bobby O'Brian

Senior Portfolio Specialist

What keeps clients up at night? That’s what Bobby aims to identify in order to help put to rest their financial concerns by developing a plan and investment strategies with the highest level of personal service and professional integrity.

As a financial advisor, Bobby specializes in retirement planning, qualified plans, education planning and investment planning, all with the goal of helping ensure his clients and future clients are taken care of for generations to come.

Having joined Raymond James in 2018, Bobby, who says the firm’s values mirror his own, most enjoys helping people by listening, understanding, acting with trust and integrity and fostering interest in personal finance and investments.

Bobby has more than 10 years of experience in the industry, having served as a financial advisor and registered client associate with Wells Fargo Advisors and an intern and sales associate with Morgan Stanley Smith Barney.

A graduate of the University of Nebraska at Omaha’s portfolio management program. Bobby has given back to the Academy of Finance, a program for high school students that sparked his own interest in the investment world two decades ago.

Bobby enjoys supporting Husker athletics and Creighton basketball and his passion for sports extends onto the field as Bobby coaches youth baseball. He also enjoys live music and a good movie.

Originally from Omaha, Nebraska, Bobby lives in Ashland with his wife, Stacy.