Lynn Sperandeo

Biography

Lynn Sperandeo has been a trailblazer throughout her entire decades-long career, serving as one of the first females to cross over from an assistant to becoming one of the most respected Financial Advisors on The Street. All of this at a time where an advanced career in this area didn’t go much beyond administrative support for women. Because of her hard work and vested interest in the success of the business, she was also the first woman to receive a percentage of a book working alongside one of her mentors, David Knott. Four years later he retired, but not before passing along his entire book to her and she hasn’t looked back.

Lynn is a straight shooter who provides her high-net-worth clients a mini family office style with a white glove approach. She firmly believes that building a connection with her clients beyond their investment preferences can foster enduring loyalty. This is a source of pride for her. Learning more about her clients' lives, understanding their families, and grasping their overarching goals not only fortifies her relationships but also equips her with additional resources to help clients achieve their financial and life objectives.

Lynn did her due diligence before signing on with Wedbush Securities after her nearly 20 years with B. Riley Financial in 2023. All the stars aligned for this transition and she said that it was the “right move at the right time to come to a firm that has so much potential.” As a Financial Advisor, she remains committed to paying it forward by mentoring individuals aspiring to excel in financial services. Additionally, she is a champion for women in the workplace, advocating for their advancement and success in financial services.

Lynn is a native New Yorker and has built a beautiful life that she thoroughly enjoys with her husband of more than 50 years. She spends her free time dining out and shooting pool at her home in New York’s Westchester County.

SPECIALIZATIONS

Credentials

• Series 7, 63, and 65 licenses
• Long Island University Brooklyn - Bachelor of Science, Elementary Education &. Psychology
• Insurance License: #532118

Mission Statement