ChFC®, CLU®, WMS, MBA
Chief Executive Officer
A co-founder and shareholder of Riley Wealth Management, LLC, and William Riley is a 38-year industry veteran. He observed many years ago that, historically, institutional investors typically outperform individual investors while accepting less risk. In his role as Chief Executive Officer, Bill works tirelessly to ensure that the wealth management strategies used by the world’s wealthiest families and largest institutions are available to the firm’s individual clients.
Bill combines fundamental and technical analysis to minimize investment portfolio risk and maximize potential returns. He uses a variety of non-correlated asset classes to minimize portfolio volatility and seek absolute returns in down or flat markets. Finally, Bill believes in a comprehensive approach to wealth management that fully coordinates and seamlessly integrates portfolio management, risk management and asset protection, trust, estate, tax and charitable planning.
Prior to co-founding Riley Wealth Management, LLC, Bill held management positions at Merrill Lynch, UBS, Paine Webber, and founded branches in Fort Worth for Raymond James and J.C. Bradford.
Prior to entering the financial services industry, Bill ran his family’s closely held businesses. Bill’s experience operating family businesses, combined with his wealth management experience, make him uniquely qualified to advise entrepreneurs and business owners on complex and sensitive issues relating to business succession.
Bill’s degrees and designations include a Master’s Degree in Business Administration (MBA), the Chartered Financial Consultant (ChFC®) designation, the Chartered Life Underwriter (CLU®) designation and the Wealth Management Specialist (WMS) designation.
A Fort Worth native, Bill is a TCU alum and active in many civic and charitable organizations. Bill and his wife, Marsha, now reside in Colleyville, and have four grown children and four grandchildren. When he is not working on portfolios or studying financial markets, Bill can be found on the golf course.