Biography

JAMES KENNALLY
Senior Vice President, Investments

As a Wedbush Financial Advisor, I am dedicated to the highest standards of integrity and professionalism through service to my clients. With over 30 years of industry experience, I make it a priority to work closely with my clients and learn about their short-term and long-term goals. My goal is to utilize all of the resources we have to offer, which include: custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working with Wedbush, I worked at Sherwood Securities for 16 years where I learned how to add value to my portfolios by utilizing financial technology. I bring my trading experience which adds value to The Kennally Group through custom portfolio management services tailored to your financial needs.

Phone: (213) 688-8020
Email: james.kennally@wedbush.com

 

ROBERT KENNALLY
Financial Advisor

Financial Planning is critical to reaching your retirement successfully. Specializing in goal based financial planning, I help identify and prioritize goals to ensure the investment strategy is in alignment with your aspirations. By working closely with you, comprehensive plans are developed by utilizing our wealth management technology to deliver customized solutions specific to your needs. The process allows you to be afforded all of the resources we have to offer which include custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working at Wedbush I worked at Morgan Stanley as a financial advisor where financial planning was critical to my practice. I have joined my families’ practice at Wedbush to bring my unique talents and planning expertise to The Kennally Group to support the success of the individuals and families we serve.

Phone: (213) 688-8063
Email: robert.kennally@wedbush.com
CA Ins Lis. #0k40813

 

ELEANOR PASCALIDE
Client Executive Assistant

I have been at Wedbush Securities for 20 years and hold Series 7, 63, and 65 licenses. I received a B.A. in Business Administration at the California State University, Fullerton. Part of my studies included a concentration in Finance with an emphasis on Investments and Financial Planning. I take pride in providing clients the highest levels of service. I have experience in sales and trading, and sales support services for domestic, international, individual, and corporate clients.

Phone: (213) 688-4595
Email: eleanor.pascalide@wedbush.com

SPECIALIZATIONS

  • Annuities and Insurance
  • Asset Management
  • Financial Planning
  • Mutual Funds
  • Portfolio Structure & Management
  • Retirement Planning
  • Stocks and Bonds
  • Wealth Management

Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism through open and clear communication, knowing and understanding your short-term and long-term financial goals, and offering solutions to accomplish your needs.