General Investing >> Money Manager Interviews >> January 23, 2012
Don Reilly founded Reilly Financial Advisors in 1999 to meet a unique need in the marketplace by providing clients with a comprehensive and disciplined approach to wealth management. As the firm's CEO, Mr. Reilly guides the company's proprietary investment management discipline and serves as Co-Chairman of the investment committee. Mr. Reilly has more than 40 years of experience providing comprehensive financial solutions and investment management advice to a broad base of international clients. He has in-depth expertise in investment management, portfolio design and financial risk management. His entrepreneurial spirit first manifested itself in a real estate career 40 years ago. Recognizing that his clients needed more than just real estate advice, Mr. Reilly began acquiring expertise about investments and financial services. He became an independent representative of LPL Financial Advisors in 1990. He was also an early proponent of charging a flat fee, in opposition to the conflicts inherent to commission-based services. Mr. Reilly has earned the FINRA Series 1, 3, 7, 24, 26, 39, 63 and 65 licenses. Profile
TWST: Would you introduce us to Reilly Financial Advisors and the products and services you offer?
Mr. Reilly: Reilly Financial Advisors is a wealth management firm. We help clients with everything
