Mary G. O’ReillyMary G. O’ReillyClient Associate
About Mary
Mary O'Reilly is a Client Associate with J.P. Morgan Wealth Management.
A more recent addition to Gilman Private Wealth Management, Mary is excited to showcase her capabilities within the Relationship Development division and assists as a liaison between clients and their respective accountants. She also leads Pillar Four of the Wealth Foundation Educational Program with the focus on Income Tax Planning Strategies.
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 East Village. 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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November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now