Janney Montgomery Scott LLC
Will O'Reilly, CFA, CFP®, currently serves as the Head of Investment and Wealth Solutions at Janney Montgomery Scott LLC, focusing on the strategic direction of wealth management solutions and leading a diverse team to manage various financial products. Prior to this role, O'Reilly was the Wealth Advisory Products Director at Truist, overseeing managed solutions sales and product development. At SunTrust Bank, O'Reilly held the position of Senior Vice President and Director of the Investment Consulting Group, contributing to significant asset growth. Earlier career experiences include leadership roles at Wachovia Securities, PaineWebber, and SEI Investments, with extensive expertise in investment consulting and advisory services. O'Reilly holds an MBA from Duke University and a Bachelor's Degree in Mechanical Engineering and Economics from the University of Notre Dame.
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Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. We focus on building strong relationships supported by a foundation of trust and performance. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).