HERITAGE FINANCIAL SOLUTIONS - Key Persons

Leszek "Lesh" Michniewicz

Job Titles:
  • Independent Financial Advisor

Thomas "Tom" Coelho

Job Titles:
  • Independent Financial Advisor
Tom Coelho joined B. Riley Wealth Management in early 2015 as a financial advisor. An experienced professional with 27 years in the financial services industry, Tom has held similar positions with Ameriprise and Smith Barney during his career. Tom is able to provide a wide array of wealth management services to clients as he holds the Series 7, 63 and 65 licenses. A graduate of Hofstra University, he is active in the Glen Cove community, serving as a board member of the Glen Cove Junior Soccer League. When away from the office, Tom likes to spend time with his family, traveling across the US and abroad to enjoy competitive dance performances by his two daughters. He is an avid golfer and enjoys fly fishing, skeet and trap shooting.