Rachel E. Peña

Vice President, Investments;            Financial Advisor
615.567.2084 | rachelpena@brileywealth.com

Rachel Peña has over two decades of financial industry experience. A Houston native, Rachel was raised on the ideal of helping others and striving for excellence – two characteristics which make her well-suited to her career in wealth management. With exacting attention to detail, Rachel adds expertise in technical aspects of our business, including lending, investment planning, insurance and transitioning/organizing complicated financial situations for clients.

Experience

  • B. Riley Wealth Management, since 2015
  • Morgan Stanley, 1996-2015

Focus

  • Planning analysis and implementation
  • Portfolio trading and process control
  • Insurance analysis and planning
  • Lending and liquidity solutions

Community Service

  • Board Member - Nashville Ballet
  • Board Member, President - Friends of Nashville Ballet, 2012-2014
  • Member, Secretary - Tennessee Justice Center Investment Committee, 2018
  • Member, Secretary - Nashville Ballet Endowment Investment Committee, 2013-2016

Education

  • Bachelor of Science degree in economics (accounting minor), Texas A&M University 
  • Fluent in Spanish