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William O'Brien

Corporate Client Group Director - Financial Advisor at Morgan Stanley

William O'Brien is a Corporate Client Group Director, Senior Vice President, and Financial Advisor at Morgan Stanley Wealth Management based in Chicago, Illinois.

With over two decades of experience, Bill specializes in assisting business owners and their advisors in transition and succession planning strategies, focusing on employee stock ownership plans (ESOPs) and section 1042 election strategies.

Having started working with private business owners in the mid-1990s, Bill brings a wealth of knowledge and expertise to his role.

He holds a Bachelor's Degree in Finance from Northern Illinois University.

For inquiries or consultations, you can reach William O'Brien at +1 312 419-3554 or via email at [email protected]. His NMLS number is 1278976.

William O'Brien
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Location

Greater Chicago Area