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2600 US BANK TOWER425 WALNUT STREETCINCINNATI,
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Financial Advisor
Analyst Relationship Management
Reg Senior Client Associate
J. SEAN O'REILLY, CFP®, CRPC®Wealth Management AdvisorSenior Vice President-Wealth ManagementSean is a Senior Vice President at Merrill Lynch and is in his 16th year in the financial services industry. In 2004 Sean acquired his CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He graduated with a degree in Business Economics from Marquette University and also studied economics at St. Clare University in Oxford, England. Sean was an Evans Scholar and is the President of the Cincinnati Alumni Chapter of the Evans Scholars Foundation. He lives in Madeira with his wife and three children.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. b) Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.TAYLOR B. METCALFEWealth Management AdvisorSenior Vice President-Wealth ManagementTaylor began his career with Merrill Lynch in 1983. Throughout his career at Merrill Lynch, Taylor has held various positions as branch manager and as the principal advisor on a 9 person advisory team. He graduated from Rollins College in 1972 and completed his MBA at Xavier University in 1975. His focus area is family relationships, portfolio management and investment strategy. Taylor is an avid golfer and has won local, state and national competitions.
Peter R. BouleyVice PresidentSenior Financial Advisor-Wealth ManagementPete has been in the financial services industry since 1998. His focus is on developing strategies and solutions, based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals, for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals.He and his wife, Jenny, live in Pierce Township, OH, with their four children. PETER G. HENKELAnalyst Relationship ManagementPete has worked in the financial services industry for over 30 years and joined Merrill Lynch in 1996. He is a graduate of Xavier University with a degree in Finance. Pete has four children and resides in Mt. Airy with his wife Ann.Brandon S. HutchisonFinancial AdvisorBrandon joined Merrill Lynch in 2012. He works with business executives, entrepeneurs and clients in the sports industry, advising them on all aspect of their financial lives.Ryan E. MurrayFinancial AdvisorRyan joined Merrill Lynch in 2012. Ryan's vale extends beyond investment management to the customized strategies he creates. He is dedicated to simplify clients' financial well-being so they can concentrate on their life goals.MELISSA M. SEIBERTRegistered Senior Client AssociateMelissa began her career in the financial services industry in 1985. She has held various operational, administrative and management positions before joining Merrill Lynch and the O’Reilly Metcalfe Group in 2010. Melissa has two grown children and resides in Northern Kentucky.MARSHA L. CONLEYRegistered Senior Client AssociateMarsha began her career with Merrill Lynch in 1988. She held various operational and administrative positions during her career at Merrill Lynch before joining the O’Reilly Metcalfe Group as a Registered Senior Client Associate. Marsha resides in Colerain Township with her husband and daughter.
James O'Reilly is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Taylor Metcalfe is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Peter Bouley is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brandon Hutchison is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Ryan Murray is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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