The Moskovitz/O'Brien Investment Group - RBC Wealth Management - Seattle, WA
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The Moskovitz/O'Brien Investment Group
The Moskovitz/O'Brien Investment Group - Seattle, WA
David B Moskovitz
Senior Vice President - Financial Advisor - ABD,
Private Client Group
Michael J O'Brien
Senior Vice President - Financial Advisor,
Consulting Group
Caryn Y Johnson
Investment Associate
Tianna Falkenstein
Client Associate
1918 8th Ave.
Suite 3600

Seattle, WA 98101
Map & Directions

Phone: (206) 621-4824
Toll Free: (800) 766-3246
Fax: (206) 621-3073

There’s Wealth in Our Approach.

Value Statement
The Moskovitz / O'Brien Investment Group assists individuals and families in making educated, sensible investment decisions to help fulfill both immediate and long-term financial goals. We employ a team approach, collaborating to manage each client’s financial situation independently while emphasizing the importance of education and transparent communication. By identifying and prioritizing goals, together we will implement a comprehensive wealth management plan with regard to each client’s set of unique goals.

Never Settle for Economy—Always Aim for World Class

In his LinkedIn Influencer post, RBC Wealth Management-U.S. CEO John Taft discusses the soccer coach who taught him that he could accomplish almost anything if his commitment was strong enough. Read This Soccer Coach Taught Me to Never Settle for Economy Class—Always Aim for World Class and follow John on LinkedIn for regular blogs on the financial services industry.


Financial Markets Commentary: Conviction Needed

GlobalInsight.jpgShare prices have been range-bound as equity markets have been locked in a tug-of-war with the U.S. and European economic expansion facing off against the energy rout and China slowdown. Markets will likely follow corporate earnings higher as conviction grows that the U.S.-led expansion has further to run. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:


 

Become A Client
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Contact Us


David B Moskovitz is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, FL, HI, IA, ID, IN, KS, MA, MD, ME, MI, MN, NJ, NM, NV, NY, OH, OR, PA, RI, TX, WA

Michael J O'Brien is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IN, KS, MA, MD, ME, MI, MN, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, WA

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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