4445 Willard Ave Suite 600
Chevy Chase, MD 20815
P: (240) 673-2007
Schedule some time with Kate
Kate Reilly is a Financial Advisor with more than 35 years of experience. As a child, Kate remembers tagging along with her father on industry conventions all over the world, and eventually helping him in his financial practice. What she realized at a very young age, is that he was helping people live better lives. It was her admiration for him and determination to follow in his footsteps that brought her to her own career in financial services.
Kate has a passion to improve her clients' lives through education and guidance. She will always go the extra mile to help her clients increase their wealth potential. Kate works with many owners of privately held business and their key executives on benefits, business wealth management and personal finances. She uses The Living Balance Sheet® to illustrate financial growth and management for her clients and offers her clients a website to organize their financial situation.
Kate specializes in managing risk to protect her clients in any situation, and helping her clients build their wealth toward financial independence and success. She is a registered representative and investment advisor and can provide knowledge to her clients about the most strategic investment options for their unique needs. She also gives guidance for creating debt management solutions and preparing for future college tuition.
She brings her clients professional expertise as a Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional®, and Certified Exit Planner®.
Kate is married to Bill and has a son. She enjoys bicycling, traveling abroad, and watching her son play lacrosse. She was an active volunteer for her son's schools and feeds the homeless with her church, Our Lady of Lourdes. Every year, Kate and her family participate in laying wreaths on the graves of fallen soldiers in Arlington Cemetery. Her family also participates in the Catoctin Challenge every year, which is a bike ride for the Habitat for Humanity. Born in Washington, D.C., Kate grew up in the area and is an avid fan of all the Maryland Teams. Go Terps!!
While she grew up in the DMV, Kate has her dual citizenship with the US and Italy. Even though her last name is Reilly, Kate amuses people by claiming she is now 100% Italian!
Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian. CA Insurance License Number - 0D76184.
Wealth Protection & Wealth Distribution
Personal Financial Planning
Key Person Planning
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