Daniel P. Reilly began his journey with Krilogy in the summer of 2015, where he gained industry knowledge and experience as a summer intern. Soon after graduating from Columbia College with a B.S. in Finance and Management, he joined the firm full-time as an Associate Wealth Advisor in 2017. Dan joined the firm after determining that Krilogy supplied the structure, technology, and team-driven approach that would allow him to serve his clients at the highest standard.
As a CERTIFIED FINANCIAL PLANNER®, Dan is able to attend to each of his client’s unique needs by upholding a fiduciary relationship and providing unbiased, independent advice to help his clients achieve long-term financial success. Through collaboration with the Krilogy Team, Dan helps guide each of his clients in all aspects of their financial world, including: investment management, retirement planning, tax planning, estate planning, risk management, and education funding. Trust, transparency, and service are the foundation of each relationship Dan has with his clients.
Dan was born and raised in St. Louis, Missouri, where he attended St. John Vianney High School. He went on to attend Columbia College, where he was a 4-year member of the men’s soccer team. Outside of the office, Dan enjoys spending time outdoors with family and friends, whether at the lake or on the links.