Patrick O'Reilly, CFP®
Partner
Patrick became a partner at O’Reilly LLC in 2010. He specializes in designing financial plans and helping individuals develop the appropriate retirement strategies to provide them a long-lasting, confident retirement. In his role, he enjoys being available to clients and bringing the clarity that helps support sound financial decisions.
Prior to joining the firm he began his career as an accountant with Citibank. After Citibank he went on to get his licenses and worked at the trade desk for First Financial Planners, a national broker-dealer with a local office. Patrick used that experience to become a financial advisor for US Bank. He worked with bank customers and clients as an advisor for three years prior to joining the firm.
Patrick graduated from the University of Missouri Columbia with Bachelor of Science degree in Finance. He graduated from the University of Missouri St. Louis with a Bachelor of Science degree in Accounting. He holds FINRA Series 7, Series 63, and Series 65 licenses with LPL Financial. He also completed the education, testing, and experience requirement to receive the Certified Financial Planner™ designation.
Patrick and his wife Tiffany live in Des Peres, Missouri with their two boys Brady and Brendan. They enjoy spending time together outdoors and competing in sports such as hockey, baseball and swimming.