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Steve O'Reilly, CFP®

Steve O'Reilly, CFP®

Investment Advisor Representative - AVP/Program Manager

Steve O'Reilly has worked in the financial industry since 1987 serving as an accountant, trust officer and financial planner. Currently he serves as AVP of Pen Air Asset Management.

Steve has been a featured speaker at various corporate and professional organizations such as Westinghouse, NAS Pensacola and the Florida Institute of Certified Public Accountants. He is noted for his ability to explain complex concepts in simple terms.

Steve holds a B.A. in Accounting from the University of West Florida and is a Certified Financial Planner® professional. He is a second generation native of Pensacola, is married and has one daughter.