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.

Investing

How to use life insurance as a financial asset

July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Investing

How much of your portfolio should be in non-U.S. stocks?

July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy

Creating meaning in the send-off: A guide for families with college-bound children

July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now