Seamus O’Brien,

Seamus O’Brien serves as Head of Advisor Success at Summit Wealth Group, where he focuses on building long-term partnerships that support advisor growth, transitions, and sustained success. He works closely with advisors throughout the full lifecycle from recruitment and mergers and acquisitions to onboarding and integration, while ensuring alignment with Summit’s culture and values.

With more than 25 years of experience across the RIA, custody, and wealth management landscape, Seamus has spent his career working alongside advisors to help them build scalable, sustainable businesses. Prior to joining Summit, he led business development initiatives at SEI, partnering with RIAs nationwide to drive growth through custody, technology, and wealth-management solutions. Earlier roles at BNY Mellon/Pershing, Lockwood Advisors, Coventry First, and Brinker Capital further shaped his advisor-first approach and understanding of the operational and strategic challenges advisors face.

Seamus is passionate about creating an environment where advisors feel supported, empowered, and positioned for long-term success so they can focus on what matters most: delivering exceptional outcomes for their clients.

Outside of work, Seamus enjoys spending time with his family, cheering on his kids from the sidelines, attending concerts and sporting events, and recharging at the beach or on the golf course.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.