Big changes are happening at Reilly Financial Advisors, and we want to make sure everyone at Aramco is kept in the loop!
It seems that while Vice President – Middle East Mark Shane was helping Aramcons craft and maintain their retirement plans, he was also working on his own. Now, after ten wonderful years with Reilly Financial Advisors—and eight years working in Saudi Arabia—Mark has finally returned to the states to enjoy the easy life. We hope you will join everyone at Reilly Financial Advisors in wishing Mark the best as he begins his well-deserved retirement.
Former Reilly Financial Advisors CEO Don Reilly began making trips to Saudi Arabia with his family all the way back in 1975. Yes, that’s correct—the Reilly family has been helping Aramcons retire for nearly half a century. After Don’s retirement but prior to Mark’s relocation in 2013, Don’s son President Frank Reilly handled Aramcon client needs during two semiannual trips to the Kingdom. Going forward, Reilly Financial Advisors will be returning to this service model, with a third generation of Reillys (International Senior Wealth Advisor Gabrielle Reilly and Business Development Advisor – Middle East Christian Reilly) joining Frank on visits to Saudi Arabia each fall and spring. The best part about this arrangement is that the Reilly family will come straight to you—even holding meetings in your living room, should you so desire.
If conditions allow (and Saudi Arabia, Bahrain, and the causeway are once again open to the public by then), the Reillys hope to resume their visits to Saudi Arabia as soon as this October. Be sure to watch for upcoming announcements to learn the dates of future visits.
Gabrielle Reilly is now responsible for handling all in-Kingdom clients’ daily needs. Gabrielle has been with Reilly Financial Advisors for more than a decade, working with retired Aramcons and all international clients outside of Saudi Arabia for more than six of those years. Given her experience, she has a deep understanding of the particular needs of U.S. expatriates as well as the unique challenges they face. Gabrielle will be reaching out to all current clients individually to introduce herself and can be reached at 1-619-698-0794 or gabrielle.reilly@rfawealth.com.
If you’re not yet a client of Reilly Financial Advisors, we urge you to contact Gabrielle to claim your complimentary portfolio analysis. Not only will you learn how Reilly Financial Advisors can potentially help you to define and achieve your financial goals, but the knowledge you gain will ensure you are better informed to make future investment decisions.
We look forward to hearing from you!
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