Mary G. O’ReillyMary G. O’ReillyClient Associate
About Mary
Mary O'Reilly is a Client Associate with J.P. Morgan Wealth Management.
Mary works primarily within the Relationship Development division of the team as a liaison between clients and their respective accountants, and as an administer for Pillar Four of the Wealth Foundation Educational Program with the focus on Income Tax Planning Strategies. In addition, she enjoys assisting both the Asset Servicing and Investment Management units within the group.
A graduate of Providence College where she was a member of the field hockey team, Mary earned a Bachelor's degree in accounting and then an MBA. She began her career in public accounting and gained valuable personal income tax knowledge while working with high-net-worth individuals and professional athletes. In this position, in addition to her other responsibilities, she analyzed clients' pertinent financial records and filed their personal income tax returns in a manner commensurate to and in compliance with applicable rules and regulations. Mary obtained her Certified Public Accountant license in her former role and, moreover, now holds her FINRA Series 7 and Series 66 licenses as well.
Mary is originally from Western Massachusetts and now resides in the Upper East Side. In her spare time, she enjoys baking new recipes, spending time with family and exploring the hidden wonders of New York City with her friends.
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