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Kevin Reilly, CFP®
Advisor at deepdub.ai
Kevin Reilly, CFP®, is a consultant at Advisor Growth Strategies LLC, located in Charlotte, North Carolina. He began his role there in September 2023, focusing on management consulting and transaction advisory within the wealth management sector.
Professional Background
Before joining Advisor Growth Strategies, Reilly held several key positions at Dimensional Fund Advisors, where he served as Vice President from January 2023 to August 2023, and previously as Regional Director and Manager from March 2018 to January 2023. His experience also includes working as a Senior Associate at Dimensional Fund Advisors and an Associate in M&A Investment Banking at Barclays, where he was involved in executing sell-side M&A transactions across various industries. His earlier career includes a role as Assistant Vice President at Jefferies LLC, where he managed client relationships and operational tasks.1
Education
Reilly holds a Bachelor of Arts in English and Philosophy from Boston College, where he graduated cum laude. He also earned an MBA in Finance from Columbia Business School, where he was actively involved in community service and social events.1
Personal Attributes
Described as personable and reliable, Reilly is recognized for his professional approach and services in the financial advisory space.1
