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Brian E. Reilly

Vice President

CLU®, MBA, ChFC®

Biography

When it comes to understanding the ebb and flow of the capital markets – what drives them and how investors identify and manage risk, Brian spent over 25 years of his career working at some of the most innovative and prestigious global investment houses through turbulent investment cycles, including the post 9/11 global crisis and the great recession of 2008.

In 2014, he commenced his second career in Wealth Management & Insurance Services and quickly recognized the need for a more holistic and comprehensive approach to investing. Leveraging my knowledge of the financial markets, I developed an approach to wealth management, in which I served as the Chief Financial Officer and Chief Investment Officer for families and businesses with complex needs.

My approach is simple. I work with our clients as if they were my family. For me, it’s personal. I have been there, and I understand the challenges families and businesses face when it comes to managing transitions and their wealth.

 

 

Focus Areas

  • Insurance Strategies
  • Financial Education
  • Estate Planning
  • Risk Management Strategies
  • Business Succession Planning
  • Group Benefits
  • College Funding Strategies
  • Retirement Income Planning
  • Business Owners
  • Special Needs (ChSNC Required)
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202202-260286

Check the background of this investment professional on FINRA's BrokerCheck