Broker Check

Patrick O'Reilly, CFP®

Financial Advisor
Patrick O'Reilly, CFP®


  • My interest in financial planning started with my father, who inspired me to pursue a career where I could help people make confident decisions about their future. That path led me to spend more than 20 years in the financial industry, including running my own independent practice before joining Millenia Investments. I earned a Bachelor of Arts in Accounting from the University of Missouri–Columbia (Mizzou) and a Bachelor of Arts in Finance from the University of Missouri–St. Louis (UMSL). I also hold my Series 7, 24, and 65 licenses and earned my Certified Financial Planner™ (CFP®) certification. Throughout my career, I've remained focused on building lasting relationships and helping clients prepare for the retirement they've worked so hard to achieve.

  • As a Financial Advisor, I specialize in retirement income planning. After spending decades saving and investing, clients deserve to feel confident that their assets will continue to provide income, security, and flexibility throughout retirement. I believe every recommendation should be made with honesty, integrity, and empathy. I always try to put myself in someone else's shoes and would never recommend a strategy that I wouldn't feel comfortable recommending to my own family. What I enjoy most is getting to know each client's unique story and seeing them enjoy the retirement they've envisioned; whether that's traveling, pursuing a favorite hobby, or simply spending more time with the people they love.

  • I'm a lifelong St. Louisan and proud Cardinals, Blues, and Mizzou fan. My wife, Tiffany, and I live in Des Peres, Missouri, with our two sons, Brady and Brendan, and our miniature Australian Shepherd, Reilly. Outside of the office, I enjoy staying active and competing in tennis, volleyball, racquetball, and softball leagues. I also enjoy hiking, golfing, fishing, and traveling with my family, especially visiting our nation's National Parks. I'm proud to serve on the De Smet Jesuit High School Hockey Team Board, where I have the opportunity to support a program that has been an important part of my family's life and a school that both my sons attend and where I'm also a graduate.

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