INDEPENDENT ADVICE FOR YOUR INDEPENDENT FUTURE  
Kathleen Benbrook Reilley
kreilley@bdmpwm.com

"I believe that it takes sound financial planning and wealth management to achieve success."




Kathy specializes in:
  • Client Services for BDMP Wealth Management Group
Kathy is the manager of client services for BDMP Wealth Management. Previously, she held this position at NorthStar Retirement Strategies. Kathy and the client services staff work with the financial advisors and clients to implement all financial and investment plans in a timely and seamless fashion. The client services staff maintains strong relationships with both the client and their financial advisor to ensure that investment accounts and financial plans continue to run smoothly and that all customer needs are met promptly.

"My work is all about helping people. I get a lot of satisfaction working with a great team of people to help our clients move toward financial freedom and subsequently the freedom to live lives that are meaningful to them."

Kathy brings eleven years of experience in client service to her present position. Before her NorthStar position, Kathy spent five years working for MDS Bankmark, a third-party marketing firm and fully licensed broker-dealer. MDS Bankmark assists banks in the development and support of alternative investment sales programs, including working with general securities, mutual funds, and fixed and variable annuities. As operations coordinator and supervisor of the sales desk, Kathy worked closely with senior bank executives to establish and implement the operational and service needs required for their bank's investment program.

While at MDS, Kathy also managed a team that was responsible for the development of interactive relationships with insurance carriers and mutual fund vendors. Through enhanced product knowledge, client service personnel provided clients with a smoother experience from initial purchase through the lifetime of their investment. The team was also responsible for providing sales representatives, managers, and wholesalers with successful sales tools, techniques, and support.

Kathy holds her FINRA Series 6, 7, and 24 securities registrations through Commonwealth Financial Network®, Member FINRA/SIPC.
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