Mary G. O’ReillyMary G. O’ReillyClient Associate
About Mary
Mary O'Reilly is a Client Associate at 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 administrator for Pillar Four of the Wealth Foundation Academy 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 B.S. in Accounting and then an M.B.A. 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 66 securities 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.
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowNavigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWhat is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now