O'Reilly Broderick Workplace Benefits Plans

Merrill Lynch Wealth Management
5905 E Galbraith Rd
Cincinnati OH 45236
(513) 985.5810
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Mission Statement
O'Reilly Broderick Workplace Benefits Plans empowers companies to offer exceptional 401(k) plans and personalized financial guidance, helping employees build lasting financial confidence and security.
Welcome

We meet employees where they are; without judgement or intimidation, in-person or virtually, when they have a financial need or on a recurring basis. Our job is to be a part of their company's benefits package and we want the business owner(s) to be proud of the support we provide their employees.

Recognition
James O'Reilly
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1200 Financial Advisors", 2022-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
James O'Reilly,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
513.985.5810
Meghan Broderick,

CFP®, CPFA®

First Vice President, Associate Resident Director
513.712.5461
Paul Richard Antoun
Paul Richard Antoun,

CRPC™, CRPS™

Assistant Vice President, Relationship Manager
513.985.5809
Angela M Laux
Angela M Laux,

CRPC™

Wealth Planner
513.985.5803
Marsha L Conley
Marsha L Conley
Assistant Vice President, Wealth Management Associate
513.985.5804
Krystal A Kirk
Krystal A Kirk
Assistant Vice President, Wealth Management Associate
513.985.5816
Patrick G. Magarian
Patrick G. Magarian
Registered Wealth Management Client Associate
513.985.5802
Sarah E. Nolan
Sarah E. Nolan
Registered Wealth Management Client Associate
513.985.5805
Ethan Lex
Registered Wealth Management Client Associate
513.985.5806
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.