Joseph G. Reilly is a Senior Vice President, Portfolio Management Director and Financial Advisor. He has 34 years of wealth management experience and has been with the firm since 2012. By putting his clients first and helping them reach their life goals, Joe has helped develop a successful practice. He is dedicated to thoroughly understanding each clients financial position and appetite for risk, as well as their values and concerns. Joe takes pride that many of the teams clients have worked with them for over three decades, including families whom they have served for multiple generations. Prior to joining the firm, Joe was a Senior Vice President at Merrill Lynch from 1987 until 2012. He holds Series 7, 63 and 65 licenses as well as licenses in life, variable and disability insurance. He received a BA Degree in English from Colgate University in 1980 and his MBA with a concentration in Finance from Boston College in 1986. Joe lives in Norwell, MA with his wife Steph, their son Luca and their dog, Olivia. Joe also has three daughters, Ann, Maureen and Emily, who all live locally, as well as a grandson. He enjoys the outdoors with a particular interest in golf and going to the beach. He is a member of Boston Golf Club in Hingham, MA.