Our Team

The McCall Connelly Group was formed in 2007 by Michael McCall and Mike Connelly to provide customized, comprehensive wealth management strategies unique to each client's individual needs. Professionalism, hard work and honesty are the hallmarks of our commitment to always placing our clients' best interests first in all we do. 

 

Mike McCall, RICP, Senior Vice President

Mike McCall joined B. Riley Wealth Management in 2019. He began his career in financial services in 1993. As a Retirement Income Certified Professional, Mike is well-versed in all aspects of planning for and living in retirement. He currently holds the Series 7, 9, 10, 63, 65 and health and life insurance licenses. He is a graduate of the University of Delaware where he earned a Bachelor of Science degree.

Mike lives in Wayne, Pennsylvania, with his wife and three sons and is very active in youth sports through coaching and coordinating. He is also an avid runner, tennis and basketball player, and enjoys spending time with family and friends.

 

 

Mike Connelly, Vice President 

Mike Connelly has over 37 years of experience in the financial services industry. He currently holds Series 7, 63, and 65 securities licenses, and is licensed to sell life and health insurance. Mike holds a Bachelor of Arts degree in economics from LaSalle University.

He is a long-term resident of Fort Washington, Pennsylvania. In addition, he also serves as president of the board of the Philadelphia Chamber Ensemble, a professional performing group.

 

 

What Makes Us Different

 

As a team, we leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge that you need and deserve from your financial advisors.

Through our work with a range of diverse clients, from large institutions to families and business owners, we've created longstanding relationships by delivering on our commitment to an exceptional level of service. 

We develop portfolios and financial plans tailored to further your financial goals.  Our approach seeks to balance growth with an appropriate level of risk. We look for opportunities from a global perspective and consider micro- and macroeconomic conditions as we develop plans that are sustainable over the long term. 

We conduct thorough research and an intense vetting process of the investments and managers we recommend for your investment portfolio. Then we continue to monitor manager performance through frequent contact and visits to ensure their approach remains aligned with our expectations.

It is our aim to have an open, honest exchange of communication with our clients which grows stronger with time. Once an initial strategy is in place, we actively manage and monitor portfolios to ensure they stay consistent with your goals. Over time, as your goals or your life changes, we may adjust the approach to synch with your needs.

We commit our full capabilities as a team to your success, united in the pursuit of your ideal financial future. 

We strive to help our clients achieve their investment objectives by designing and implementing wealth management plans that best meet their individual and family needs. We collectively pride ourselves on maintaining strong, long-term relationships with generations of families.