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The O'Reilly Metcalfe Group 

Professional Profile

J. SEAN O'REILLY, CFP®, CRPC®
Wealth Management Advisor
Senior Vice President-Wealth Management

Sean is a Senior Vice President at Merrill Lynch and is in his 15th year in the financial services industry. In 2004 Sean acquired his Certified Financial PlannerTM designation awarded by the Certified Financial Planner Board of Standards, Inc. He graduated with a degree in Business Economics from Marquette University and also studied economics at St. Claire University in Oxford, England. Sean was an Evans Scholar and is the President of the Cincinnati Alumni Chapter of the Evans Scholars Foundation. He lives in Madeira with his wife and three children.

TAYLOR B. METCALFE
Wealth Management Advisor
Senior Vice President-Wealth Management

Taylor began his career with Merrill Lynch in 1983. Throughout his career at Merrill Lynch, Taylor has held various positions as branch manager and as the principal advisor on a 9 person advisory team. He graduated from Rollins College in 1972 and completed his MBA at Xavier University in 1975. Taylor is an avid golfer and has won local, state and national competitions. He has two daughters and currently resides in Glendale with his wife.

Peter R. Bouley
Vice President
Senior Financial Advisor-Wealth Management
Pete has been in the financial services industry since 1998 and just recently joined Merrill Lynch in March, 2012. His focus is on developing strategies and solutions, based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals, for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. Pete's approach to wealth management is consultative, objective and committed to excellence. Pete is a 1984 graduate of the University of Dayton, with a B.S. in Criminal justice. Pete currently serves on the Education Board at St Thomas More School and participates in various charity organizations. He and his wife, Jenny, live in Pierce Township, OH, with their four children.

PETER G. HENKEL
Investment Advisor
Pete has worked in the financial services industry for over 30 years and joined Merrill Lynch in 1996. While at Merrill Lynch, Pete obtained his Certified Financial Manager Designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam as well as the Certified Special Needs Advisor Designation. He is a graduate of Xavier University with a degree in Finance. Pete has four children and resides in Mt. Airy with his wife.

MELISSA M. CONDIT
Registered Senior Client Associate
Melissa began her career in the financial services industry in 1985. She has held various operational, administrative and management positions before joining Merrill Lynch and the O’Reilly Metcalfe Group in 2010. Melissa has two grown children
and resides in Northern Kentucky.

MARSHA L. CONLEY
Registered Senior Client Associate
Marsha began her career with Merrill Lynch in 1988. She held various operational and administrative positions during her career at Merrill Lynch before joining the O’Reilly Metcalfe Group as a Registered Senior Client Associate. Marsha resides in Colerain Township with her husband and daughter.

Client Commitment


James O'Reilly is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Taylor Metcalfe is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Peter Bouley is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.
The O'Reilly Metcalfe Group

Global Wealth Management

Merrill Lynch
425 walnut street
cincinnati, OH  45202 

Phone(513) 579-5700

Email:  

Professional Staff


Wealth Management Advisor

(513) 579-5700
 


Wealth Management Advisor

(513) 579-5702
 


Senior Financial Advisor

(513) 579-5703
 


Financial Advisor

(513) 579-5708
 


Financial Advisor

(513) 579-5705
 


Analyst Relationship Mgt

(513) 579-3681
 


(513) 579-5701
 


Reg Senior Client Associate

(513) 579-5704
 

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