Wedbush Securities Expands East Coast Presence with the McCall Connelly Group

Wedbush Securities, a global independent financial services firm, proudly announces the continued expansion of our Main Line, Philadelphia office with the addition of the McCall Connelly Group. The founding members include Mike McCall, who will join as Senior Vice President, Investments and take on the role of Market Manager in the Mid-Atlantic and Northeast, and Mike Connelly, who will be joining as Vice President, Investments. This strategic partnership highlights Wedbush’s commitment to strengthening its wealth management presence in the Northeast and Mid-Atlantic markets, offering comprehensive wealth management advice, solutions and capabilities to the clientele we serve.

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Mike McCall, Senior Vice President, Market Manager (Photo: Business Wire)

Connelly and McCall have been working together to deliver excellent client service and wealth advice for nearly 20 years and have remained a team at multiple firms, most recently B. Riley Wealth Management. By developing portfolios and financial plans tailored to further a client’s financial goals, the group ensures an exceptionally high level of guidance for clients. The approach considers opportunities from a global perspective and both micro- and macroeconomic conditions to develop plans that are sustainable over the long term.

“We thrilled to be part of the dynamic growth of Wedbush in Philadelphia and the Northeast region and are eager to utilize the full breadth of resources at Wedbush to continue serving our clients at a high level,” said McCall.

Connelly adds, “Joining Wedbush has us excited and looking towards the future, we really appreciate that Wedbush is a boutique firm with the full-scale capabilities of a traditional wire house. We are thrilled to be able to utilize all that Wedbush has to offer.”

EVP, Head of Wealth Management, Chris Mone adds, “The McCall Connelly Group joining our Main Line, Philadelphia office is a key piece in our plan for Northeast expansion and broader growth as a firm. Their combined skill set offers clients a superb advisory experience and we are thrilled to have them.”

“We are excited to expand our East Coast presence with the addition of the McCall Connelly Group. Mike McCall, a top advisor and respected leader, along with Mike Connelly, brings a wealth of experience and a strong commitment to putting clients first. Their expertise will significantly enhance our wealth management services in the Northeast and Mid-Atlantic regions,” adds SVP, Head of Business Development and Market Expansions, Craig Pirtle.

McCall earned his Bachelor of Arts degree from the University of Delaware and Connelly holds a Bachelor of Arts degree from LaSalle University.

About Wedbush Securities

Wedbush Securities, the largest subsidiary of Wedbush Financial Services, has been a prominent name in the financial industry since its establishment in 1955. Renowned for offering a comprehensive array of services, including securities brokerage, wealth management, and investment banking, Wedbush caters to both private and institutional clients. With its headquarters in Los Angeles, California, the firm operates 100 registered offices and employs nearly 900 professionals. Wedbush is dedicated to client service, financial safety, innovation, and leveraging advanced technology.

Securities and Investment Advisory services are offered through Wedbush Securities Inc. Member NYSE / FINRA / SIPC

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View source version on businesswire.com: https://www.businesswire.com/news/home/20241111394337/en/