Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Aspen
20yrs
Brian Overbo is a fiduciary financial advisor in Aspen, Colorado, with 20 years in the industry. Brian joined Merrill in 2008, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 50 advisors with offices in Aspen, and one of 45 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 68% of advisors in Colorado
Office301 E Hopkins Ave, Aspen, CO 81611
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowMerrillCurrent firm
Contact Brian
Local office(970) 429-2200Ask for Brian. (800) 637-7455Main office · New York, NY 301 E Hopkins AveAspen, CO 81611Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Brian’s local office at (970) 429-2200 or the Merrill main office at (800) 637-7455, and ask for Brian Overbo.
How long has Brian been a financial advisor?
Brian has been in the industry since 2006, about 20 years. More experience than 68% of advisors in Colorado.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
43yrs
Top 1% by experience in Colorado
UBS Financial Services
43yrs
Top 1% by experience in Colorado
Wells Fargo Advisors
35yrs
Top 5% by experience in Colorado
PNC Wealth Management
33yrs
Top 6% by experience at PNC Wealth Management
Obermeyer Wealth Partners
33yrs
Top advisor by experience at Obermeyer Wealth Partners