About Connie Etter, CFP®

Senior Vice President, Financial Advisor

 

Connie Etter joined B. Riley Wealth Management in 2013. She brings more than 25 years of industry experience assisting her clients in meeting their long term financial objectives. Connie develops investment strategies to meet each client's unique goals and risk tolerance. Connie earned the CERTIFIED FINANCIAL PLANNERTM designation in 1987. Connie brings a long term investment perspective to clients seeking to grow and preserve their wealth while minimizing their risk. She takes the time to listen and gets to know about her clients and their families to develop financial plans and investment strategies to meet each client’s unique and often changing needs. She earns her client’s trust by helping them make smart and actionable decisions about their money.

A long-time resident of the Lakeview area of Chicago, Connie enjoys spending weekends in her cottage in Harbert, Mich. She is active in Metropolitan Chicago YWCA, Notre Dame Women Connect and completed the Susan G. Komen three-day Walk for the Cure. She received an MBA in financial management from Loyola University of Chicago and a BBA in finance from the University of Notre Dame. She also attended St. Mary's College. Contact Connie today to learn more about her services and how B. Riley Wealth Management can help you and your family reach your financial goals.