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Our Team

Our Team

Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our company and our clients.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bill Morrison

Senior Vice President, Investments


After working in the industry for over 30 years, with time spent at Lehman Brothers, Gruntal & Co., Stifel Nicholas, Oppenheimer & Co., and now National Securities, Bill has developed a keen understanding of the markets with particular...

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Jeffery Halicky

Client Associate


Jeff has spent his time at B Riley working as our Client Associate assisting with client communications. Working with B Riley for 3 years, Jeff has experience assisting with clients and handling necessary operations to provide...
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