WEALTH MANAGEMENT BY WOMEN, FOR WOMEN
At B. Riley Wealth Management, we know that every woman wants the financial
flexibility to pursue their goals, handle bumps in the road, and provide for
loved ones while saving for retirement. Just starting out, changing careers,
working through a life-altering event, or retiring? Our team of female
financial advisors is intimately familiar with the obstacles you face, and they
have the expertise to provide specialized guidance for every stage of your
life.
FINANCIAL ADVICE FOR WOMEN, BY WOMEN
A massive wealth transfer is underway, and women now control
just over half of the wealth in the United States. Women are established
breadwinners and financial decision-makers in their households. Whether married or single, women need
financial advice that is tailored to meet their
goals and life experiences. Our team of female financial
advisors is here to help you grow your wealth and take control of your
financial future.
B. RILEY WEALTH MANAGEMENT WOMEN’S ADVISORY COMMITTEE
B. Riley Wealth Management is dedicated to the advancement and celebration
of women as mentors, financial advisors, and leaders. The Women's Advisory
Committee is made up of powerful and talented financial
advisors and female professionals from across the firm. Through networking,
education, mentoring and professional development opportunities, the
committee's goal is to expand and strengthen diverse teams of financial
professionals, for career goal realization and to better serve the ever changing
needs of clients.
Advisory Committee members
Dana Coffaro
Jane Fincher
Kelly Graham, AAMS®, CRPC®, AWMA®
Amy Koch, CRPS®
Lisa Marcelli CFP®, CFDA
Rachel E. Peña
Victoria Piccirillo
Lynn Sperandeo
WORKING HERE: EXPLORE B. RILEY WEALTH MANAGEMENT
Fostering
an inclusive and progressive culture helps employees reach their goals so they
can better serve their clients. By supporting and celebrating women and
diversity, female financial advisors can grow personally while advancing in the
field and building their businesses.
If you are
seeking an environment where your entrepreneurial spirit is supported by a firm
committed to growth and progress for women, then you've come to the right
place.
B. Riley Wealth Management is an advisor's firm,
founded and managed by career financial advisors who understand what successful
female advisors like you need. We're innovative, progressive, and accessible.