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. Michael also serves as coordinator of our Tax & Legacy Specialized Practice Group.

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.

Michael’s Articles

Retirement Plans

The Power of a Roth IRA for Young Professionals

If you're a young professional, did you know a Roth Individual Retirement Account (IRA) can help you build wealth and achieve your long-term financial goals? Find out more about investing in your future with a Roth IRA!

Tax Planning

Financial Collaboration Leads to Great Things for YOU

As a registered investment advisory firm or RIA, McKinley Carter does not provide accounting services. However, as fiduciaries, we continually monitor both state and federal tax laws and revisions. We are fortunate to have several experienced Certified Public Accountants (or CPAs) on staff, as well as benefit from the work of an internal, seven-member Specialized Practice Group that is completely dedicated to Tax and Legacy issues. Moreover, we regularly confer and collaborate with outside professional tax experts who take a deep-dive into the nuances of each tax law and any potential impact on our clients. We understand the importance of collaborating with accountants to ensure our clients know their options and get the most comprehensive tax advice and guidance.

View All

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.