Audrey Keohane O'Brien Wealth Partners

Audrey Keohane CFP®, NSSA®

Associate Advisor

About Audrey

Full Bio

What do you like most about being part of O'Brien?

Everyone at O’Brien has the same drive and passion that they put into their work. It’s not often that you find yourself in an office surrounded by such positivity and excitement in our everyday tasks.

Can you share one secret to success that has been helpful to you in your career?

Follow a path you are passionate about. Coming to work every day and loving what you do is the secret ingredient to thoughtful and effective output.

If wealth management were an ocean, what kind of creature would you be?

I would be a manatee. Manatees are considered some of the friendliest and most approachable sea creatures. I pride myself on being welcoming and kind, happy to talk to everyone! They are also known as “sea cows” and cows are one of my favorite types of land animals.

What would your co-workers say is your superpower?

Responsiveness and efficiency. I am able to prioritize my tasks to ensure everything gets done in a timely manner. I try to respond to any communications as quickly as possible, even if just to acknowledge your request and give a timeline of execution.

You're a new addition to the crayon box, what color would you be?

Fresh Cut Grass (Green). My favorite childhood memories were spent outside on the lawn. It’s still my favorite place to be on warm days, whether I’m playing with my dogs or sitting and reading a good book. My family is also from Ireland where it’s hard to find a place without freshly cut grass!

Full Bio

Audrey joined O’Brien Wealth Partners in March of 2023 as an Associate Advisor. She graduated from Bentley University in 2019 with a B.S. in Finance and a minor in Mathematics. She has previously worked at the Boston Marriott Copley in their Accounting & Finance department and at Bickling Financial Services as an Associate Advisor in their Lexington office. Audrey is a CERTIFIED FINANCIAL PLANNER™ professional and holds a National Social Security Advisor certificate (NSSA®). Audrey was born in raised in Massachusetts and loves attending any Boston sports games. In her free time she loves to explore the outdoors or visit her three family dogs: Georgia, Emma and Willow.

O'Brien Wealth Partners
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