The O'Reilly Bouley Group
Merrill Lynch Wealth Management
5905 E Galbraith Rd
Cincinnati, OH 45236
(513) 985.5810
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Mission Statement
Your wealth requires customized planning that encompasses your life, your business and your family legacy. The O'Reilly Bouley Group is committed to delivering an elite experience that goes beyond traditional investment practices, tailored to your unique goals and priorities.
Welcome

The O'Reilly Bouley Group shares a common objective: to help clients pursue meaningful goals. In addition to offering an approach tailored by understanding each client’s goals, risk tolerance, time horizon, and liquidity needs—such as funding children’s education, helping ensure money lasts in retirement and planning for potential health care costs—we can assist with potential solutions for transferring wealth to the younger generation. Everything we do takes into account clients’ own perspectives and priorities. Our process is designed to help provide a customized, consistent experience that goes beyond wealth management to help address clients’ life priorities.

Recognition
J. Sean O’Reilly
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1200 Financial Advisors", 2022-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
The O'Reilly Bouley Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

Our team strives to deliver an elite wealth management experience that goes beyond investment practices. We assist in navigating complex, life changing decisions by developing comprehensive wealth management strategies to help identify blind spots and connect our clients with valued partners.

Meet Our Team
J. Sean O’Reilly,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
513.985.5810
Peter Bouley,

CPFA™

Senior Vice President, Senior Financial Advisor
513.985.5808
Marsha L Conley
Assistant Vice President, Wealth Management Associate
513.985.5804
Angela M Laux,

CRPC™

No Officer Title, Wealth Planner
513.985.5803
Paul Richard Antoun,

CRPC™, CRPS™

Assistant Vice President, Relationship Manager
513.985.5809
Krystal A Kirk
Assistant Vice President, Wealth Management Associate
513.985.5816
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.
Don Livio
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
CJ Wiehaus
Wealth Management Banking Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.