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Kathy Reilley

Senior Manager | CPFA

kreilley@berrydunnwm.com

Kathy collaborates with employers and retirement plan fiduciaries to help craft their retirement plan solutions. In addition, she helps manage their fiduciary requirements while ensuring the plan is effective in helping their employees prepare for a successful retirement.

She also provides top-notch service to clients on matters related to financial planning, investments, and insurance, and serves as BerryDunn Wealth Management’s compliance coordinator, assuring BerryDunn Wealth Management complies with an ever-evolving regulatory structure.

Kathy collaborates with employers and retirement plan fiduciaries to help craft their retirement plan solutions. In addition, she helps manage their fiduciary requirements while ensuring the plan is effective in helping their employees prepare for a successful retirement.

She also provides top-notch service to clients on matters related to financial planning, investments, and insurance, and serves as BerryDunn Wealth Management’s compliance coordinator, assuring BerryDunn Wealth Management complies with an ever-evolving regulatory structure.

Kathy began her career at MDS Bankmark, a third-party marketing firm and fully licensed broker-dealer, where she worked with bank executives to implement the operational and service needs required for each bank’s investment program. In 1997, she moved to Maine and joined NorthStar Retirement Strategies, which later became BerryDunn Wealth Management.


Experience Highlights

Kathy partners with Plan Sponsors to create a retirement plan benefit that encompasses:

  • Contractual sharing of fiduciary obligations 
  • Selecting and monitoring of investments
  • Managing recordkeeper services and fees
  • Tailored employee advice and education

Kathy holds Series 6, 7, 24, and 66 registrations through Commonwealth Financial Network®, member FINRA/SIPC.

Related Services

News

EDUCATION

BA, University of Maryland, College Park

CERTIFICATIONS

  • CPFA

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