Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Mike O’Reilly
Mike O’Reilly began his career helping individuals and families plan for their futures in 2002 as a financial advisor with Morgan Stanley, later with Banc of America Investment Services and Raymond James Financial Services. In 2012, Mike joined Dallas Financial Advisors® and LPL Financial, LLC, a firm that shares his genuine concern for the well-being of clients.
His goal as an advisor is to help his client establish realistic goals within their risk-tolerance levels and invest accordingly. To that end, Mike takes a “boutique” approach and works with a select number of clients, which allows him to provide more holistic service and develop stronger client relationships. He believes that thoughtful investing is one of the most important factors in pursuing lasting independence, and so he strives to act as a trustworthy and patient partner to his clients.
Mike is a graduate of Texas Tech University. He is originally from Ohio, but grew up in Richardson and now resides in Dallas along with his wife, Debbie. They have two sons, Connor and Cameron. Mike and Debbie are active members of the First United Methodist Church of Richardson.
Recent Posts
It’s Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024
A soft landing looks achievable, barring any shocks. Disinflation while preserving labor market strength is only possible with anchored inflation expectations, so an independent and credible central bank is key. One of the best concepts in the speech for investors to understand is the current data shows an evolving macro landscape. The jury is still out on if the Fed can successfully manage the risks to both sides of their dual mandate.
Contact Us
7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
Useful Links
About Us
Our Services
Research
Contact Us
Client Login