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 firms’ Chairman Emeritus, Don continues to act as Chief Mentor to the RFA team.
Don 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 natural entrepreneurial spirit first manifested itself in a real estate career 40 years ago. Recognizing that his clients needed more than just real estate advice, Don began acquiring expertise about investments and financial services. He became an independent representative of LPL Financial Advisors in 1990. Don was also an early proponent of charging a flat fee, in opposition to the conflicts inherent to commission based services.
Don’s greatest skills have always been in the area of personal communications and client service. He has a unique ability to synthesize and translate complex financial issues into straight forward, prioritized concepts that his clients can not only understand, but trust. RFA has grown consistently over the years without sacrificing either of those principles. Don’s skill as a communicator is only matched by his dedication to extraordinary client service. He builds lasting relationships with clients and consistently prides himself in telling his clients the truth – whether it be about their personal financial situation, an investment product or the environment of the economy.
He has earned the FINRA Series 1, 3, 7, 24, 26, 39, 63 and 65 licenses.