Dan Reilly, CFP®, is a Wealth Advisor at Krilogy in St. Louis, where he works with retirees, business owners, high-net-worth families, and young professionals currently building their wealth. Dan has more than 9 years of experience in financial services, all at Krilogy. He first came to Krilogy as a summer intern in 2015 and joined the firm full-time in 2017 after earning his bachelor’s degree in finance from Columbia College. He chose Krilogy for its independent structure, technology, and team-driven approach to serving clients.
As a CERTIFIED FINANCIAL PLANNER® professional, Dan serves his clients as a fiduciary. He works with the Krilogy team to coordinate investment management, retirement planning, tax strategies, estate planning, risk management, and education funding. He builds every client relationship on trust, transparency, and dedicated service. Dan is also a member of Krilogy’s Wealth Intelligence Committee, which keeps him continually expanding his knowledge across all areas of comprehensive wealth management.
I became an advisor to make a meaningful and positive impact on the lives of each of my clients. The people I work with trust me to guide them through some of the most important decisions they will ever make, and I take that trust very seriously. I pride myself on being the go-to person my clients can call when life's biggest challenges come up.
My ideal clients value a true partnership with their advisor and understand what that relationship can bring to their lives. Some are transitioning into retirement, some are still building their wealth, and some are simply looking for an advisor who simply listens to their needs. Wherever they are in life, I want to be a steady source of guidance in their financial world. In our first meeting, my goal is to develop a deep understanding of your entire financial picture and discover how to align that with your financial goals. That becomes the foundation for everything we build together, from your portfolio and long-term financial plan to tax strategies and estate planning. The first question I like to ask is, “What does financial success look like for you?”
I was born and raised in St. Louis and attended St. John Vianney High School before heading to Columbia College, where I played four years on the men's soccer team. Today, my wife, Theresa, and I live in Glendale with our two children, Johnny and Jacqueline. I spend most of my time away from the office outdoors and with my family, whether we're at the family lake house, on the golf course, out riding my bike, or simply being Dad at home. I'm proud to serve on the board of Young Friends of Forest Park. As a cyclist, I also support Pedal the Cause and participate in an annual 100-mile bike ride that raises money for cancer research.
