About Lisa Marcelli, CFP®, CDFA®


Senior Vice President, Financial Advisor

 

Lisa Marcelli has over 28 years of experience serving the investment and financial needs of her clients. Her comprehensive approach incorporates asset management, retirement feasibility analysis & planning, disability income, employee benefits design & selection, long term care, and life insurance. Lisa is particularly interested in assisting women who are facing personal transitions that also impact their financial status. She is uniquely qualified to address the challenges of divorce or widowhood with her training as a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™.

Lisa joined B. Riley Wealth Management in 2012. She is a graduate of the University of Texas at Austin where she received a Bachelors of Business Administration degree with a major in economics. In her spare time, Lisa enjoys hiking, traveling and cycling.

Contact Lisa today to learn more about her services and how B. Riley Wealth Management can help you and your family reach your financial goals.