Ann Reilley, CFP®, CPA
As a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA), Ann is uniquely qualified to understand complex issues surrounding effective financial, estate and tax planning. Ann enjoys designing and implementing customized financial plans that provide clarity for clients. She believes it is paramount that recommended solutions align with each client’s unique vision, values and goals. Ann’s commitment to excellence, integrity, and authentic relationships helps her coach clients to make wise financial decisions. This gives clients the confidence and peace of mind to pursue their dreams knowing their finances are right on track. In addition to her client advisory role, Ann functions as Alpha’s Chief Executive Officer.
After earning degrees in Accounting and Japanese at Villanova University, Ann began her career in New York City at Deloitte & Touche and then transferred to Tokyo where she specialized in financial services. She went on to serve as Asia regional controller for Bear Stearns based out of Tokyo. This international experience sparked her interest in helping expatriate clients navigate complex tax and financial issues that their unique situations present. After repatriating to Charlotte, Ann pursued her interest in tax planning and personal finance, earned her CFP® designation and joined Alpha in 2010. She is passionate about leading the Alpha team, and enjoys mentoring and developing leaders.
Ann is a member of the AICPA and has earned the Personal Financial Specialist designation. She is also member of the North Carolina Association of CPAs and the National Association of Personal Financial Advisors (NAPFA). She served as Chair on NAPFA’s South Regional Board, as a member of NAPFA’s Finance Committee and is currently a member of the Audit Committee. Ann has been consistently recognized with the FIVE STAR Wealth Manager award from Charlotte Magazine and is frequently quoted in national news publications. Ann enjoys spending time with her 4 children, traveling the world and building relationships with people of diverse backgrounds and experiences. She is inspired by those who are committed to growth, eager to learn and passionate about pursuing their life’s purpose.
Top 9 Best Financial Advisors in Charlotte and Asheville, NC ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/