Lynn Sperandeo has been focused on being a trailblazer throughout her entire decades-long career, as a female who crossed over from an assistant to becoming an experience financial advisor on The Street. Because of her hard work and vested interest in the success of the business, she was also able to receive a percentage of a book working alongside one of her mentors. 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 work toward achieving 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.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
