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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