Thomas O'Brien, AAMS®, WMS Branch Manager Managing Director, Investments

I began my career with Morgan Keegan, now Raymond James, in 1992.I offer professional investment advice to investors based on the need for clarified principles to assist them in defining and pursuing their goals; I do not believe that investors can be successful by simply reacting to the news of the day. I believe that successful outcomes are the results of working with clients to manage assets according to their own goals and based on sound strategies with successful records over the long term. Not all strategies work at all times, so incorporating complimentary strategies is important.

Long term growth often comes at the expense of short term variance of returns. I believe it is critical to build a plan to help clients confidently accept reasonable short-term variance allowing them to adhere to strategies designed to provide them with the long-term results that they will need to pursue their goals and help sustain them throughout the rest of their lives. We live in the information age. Clients do not pay an advisor for information; they pay the advisor to help make sense out of the information.

Just as important as wealth accumulation, wealth preservation is key for many individuals in the "boomer" generation and older. I assist individuals and businesses in developing strategies for wealth accumulation and wealth preservation for their personal and/or retirement assets. My goal is for client SUCCESS!

I am a native of Shreveport, and graduated from the University of Texas at Austin in 1986 with a B. A. in Economics. My wife Pam and I have two children. Our daughter, Claire, is a 2013 LSU graduate and now enrolled in the LSU School of Nursing in New Orleans. Our son,Whit, is a Chemical Engineering major at LSU. In my spare time I like all kinds of outdoor activities including tennis, golf, running and waterskiing among others. I look forward to the opportunity to work with you to develop a strategy that will be based on your goals. I welcome your feedback on this site. Please feel free to email me your comments or to request further information on anything you read about here.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.


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