Chris O'Reilly

Chris O'Reilly
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

1 N High St

West Chester, PA 19380-3002

christopher.oreilly@truist.com

Phone 484-881-4092

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About me

Background

Chris O’Reilly is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 21 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Bloomsburg University 1992 1996

Personal Interests

Chris is an active member of St. Helena’s, Blue Bell PA. In his spare time he enjoys coaching youth baseball at Methacton Audubon and youth soccer at Whitpain recreational associations.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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