Wedbush Securities, a prominent diversified independent financial services provider, is pleased to announce that Lisa Marcelli CFP®, CDFA®, will be joining the firm as Managing Director of Skyward Financial, part of Wedbush’s Independent Franchise Owner Network (IFON). Marcelli will play a key role in expanding Wedbush’s presence and capabilities in the Texas market.
Joining from B. Riley, Marcelli brings 30 years of investment experience to her role as Managing Director. Her skill lies in implementing unique and comprehensive investments and strategies for individuals and families, assisting her clients in navigating life events as they arise. Throughout her career, Lisa has remained steadfast in her commitment to long-term wealth management and developing long-lasting, multigenerational relationships with her clients. With a strong emphasis on female financial education, Lisa is passionate about providing financial guidance to empower, educate, and inspire women to lead financially secure lives.
“I am delighted to continue serving my clients at the highest level with the ability to utilize the full scope of Wedbush’s capabilities. My new role will allow me to continue providing my clients with great resources and products to benefit their unique and specialized financial goals,” said Marcelli.
“Lisa joining the team at Skyward will be an amazing enhancement to our client capabilities and growth in Texas. She will bring a wealth of experience and dedication to client success to her role as Managing Director,” adds Robert Limmer, SVP, Head of IFON.
“Lisa embodies all the principles Skyward Financial was founded upon and we are thrilled to have a Certified Financial Planner join our team. As we grow, she will remain an invaluable asset in ensuring we remain true to these principles and continue to work for the best interest of our clients,” adds Matthew Houston, Managing Partner at Skyward Financial.
Marcelli is a long-time resident of Houston and holds a Bachelor of Arts in Economics from the University of Texas, Austin.
