Kelley O’Brien, CPA
Associate Wealth Advisor

Request an Appointment | Contact Me | (610) 664-6100

Kelley O’Brien is an Associate Wealth Advisor at Beacon Pointe Advisors Philadelphia and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kelley spent twelve years in both public accounting and in-house accounting roles, and specialized in serving tax-exempt organizations including universities, healthcare systems, and other mission-based organizations. Kelley holds a B.S. in Accountancy and a Master of Taxation from Villanova University, and is a CPA licensed in Pennsylvania. Outside of the office, Kelley enjoys cooking, painting, and hiking with her dog, George.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.