Sean Reilly

Managing Director, Senior Financial Advisor
NMLS #558507

Two Belvedere Place
Mill Valley, CA 94941
415.289.8815
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I am a senior member of Osborne, Reilly, Terrazas, Krone and Associates whose mission is to help a dynamic group of clients – Silicon Valley entrepreneurs, physicians, attorneys, entertainment personalities, retirees and multiple generations of successful families – pursue what's important to them. Our team is committed to building strong client relationships based on trust and personalized service. We strive to provide clients with a breadth of tailored strategies that come from 120+ years of combined wealth management experience and the global resources of Merrill.
Profile
I joined Merrill Lynch Wealth Management in 1996 as an equity markets trader within the Ultra High Net Worth Investment Group. My success in learning and developing complex equity and options strategies led to my promotion to a Financial Advisor position with responsibility for serving sophisticated investors. I then spent the next 15 years developing a professional acumen in the fixed-income markets which I have passed on to clients in helping them become more diversified and decrease portfolio volatility. I have continued to expand my knowledge of markets and the development of financial strategies that are designed around clients’ personal risk tolerance and investment objectives, including movements into the alternative investment space. In addition to my client responsibilities, I develop the team’s asset allocation strategies.


*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
 
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
 
Recognition
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "Top 400 Financial Advisers", 2018-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

Distinguished by years of industry recognition and client loyalty, Osborne, Reilly, Terrazas and Associates employs a disciplined and sophisticated investment approach, strengthened by a "white glove" client service model, to help enhance client wealth over the long term. "We build portfolios around each client's personal preferences and aspirations," explains Dan Osborne. "Our investment discipline focuses on managing risk in a manner that is designed to provide clients with desired levels of current income and capital appreciation over the long term while keeping tax exposure to a minimum."

Given clients' long term wealth accumulation, many have a conservative mindset and want their assets managed in a similar fashion. "Using our own proprietary investment models along with the full investment resources of both Merrill and banking convenience of Bank of America, we strive to address both the immediate and long term objectives of our clients and their families," explains Sean Reilly. To help align strategies for tax minimization, wealth transfer and philanthropy, the team facilitates meetings with clients' attorneys and accountants and provides regular updates and reporting.

Call today for a comprehensive review of your financial picture.

Meet Our Professional Staff
Dan Osborne
Managing Director, Senior Consultant
415.676.2602
Charles Terrazas
Senior Vice President, Senior Financial Advisor
415.289.8848
Jennifer Krone
Vice President, Business Manager
415.289.8819
Markus Stephens
Registered Wealth Management Client Associate
415.676.2519
Phillip A. Zayas
Wealth Management Client Associate
415.676.2569
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Danielle N Jenne
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #855791
Bren A Johnson
Division Structured Credit Executive
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Sean Reilly is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA.