Charla “Sue” Riley AAMS®

President

Private Wealth Manager

LPL Registered Principal

Charla “Sue” Riley has been working with clients providing professional financial guidance for over two  decades. She began her financial service career with UBS Financial Service Inc., (Formally PaineWebber), and she spent two years at Merrill Lynch before arriving at LPL Financial to become a LPL Registered Principal and founder and President of Crestbridge Financial Private Wealth Management.

She is a dedicated professional guiding her clients through an ever-changing investment landscape. She is an experienced financial partner in her clients lives working with and guiding her clients through the intricacies of investing and financial planning. “Sue” incorporates a holistic approach to financial planning placing importance on each aspect of the clients individual financial life now and in the future. Listening to the client concerns and goals, she works with the client and embraces an objective and independent approach as she develops strategies and a plan of action to address each concern and goal. Sue then works with each client to implement and monitor their progress.

Charla Sue Riley holds Series 7, 66, and 24 securities registrations with LPL Financial; and health , life, and long-term-care licenses. She is an LPL Investment Advisor Representative, an LPL Branch Manager, and an LPL Registered Principal.