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