Will ORielly is Head of Investments and Wealth Solutions for Janney Wealth Management. His team is responsible for investment company, insurance, annuity, credit, and trust offerings.

Will has 30 years of experience working with financial advisors, private banks, and institutional money management firms and brings to Janney an understanding of industry-leading advisory, investment, trust, cash management, and planning solutions.

Most recently, he served in leadership roles at Truist Wealth and predecessors partnering with financial advisors to deliver optimized managed solution, investment company, and alternative investment platforms. Additionally, he has held leadership roles at platform and solution providers including SEI, UBS, and Wells Fargo.

Will is an advisory board member of the Salvation Army-Southern Territory, a Chartered Financial Analyst^®, a Certified Financial Planner^TM, and a member of the CFA Institute. He holds mechanical engineering and economics degrees from the University of Notre Dame and an MBA from Duke University.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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