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Michael O'Brien

Client Coordinator

Michael is a client coordinator working in the firm’s corporate headquarters. In that role, he provides operational support to the Wheeling Advisory Team as well as client advisory services.

Licensing and Education

  • Master of Business Administration West Virginia University
  • Bachelor of Science in Business Administration, Finance Wheeling Jesuit University
  • Bachelor of Science in Accountancy Wheeling Jesuit University
  • Series 65

Accomplishments and Honors

Michael graduated summa cum laude from Wheeling Jesuit University, while also earning WJU’s Forest H. Kirkpatrick Award for high achievements in economics.

Community Involvement

A Wheeling native, Michael enjoys spending time with friends and family, traveling, and exercising. He’s an avid half marathon runner and aspires to compete in open water swim races in the future.

A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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