Riley J. Duffy

AAMS®
Associate Advisor

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Riley joined his family’s financial advising business in July 2024, eager to contribute to the company’s longstanding record of enhancing clients’ financial well-being through informed, creative investments, and customized planning strategies. As an Associate Advisor, Riley aims to collaborate with each client, leveraging his knowledge of the current markets to maximize financial outcomes for those he serves. Riley holds both his Series 7 and 66 licenses as well as the Accredited Asset Management Specialist® (AAMS®) designation. For Riley, “the greatest reward in this industry is the opportunity to develop relationships that last a lifetime.”

Born and raised in West Seattle, Riley attended Holy Rosary and Kennedy Catholic High School, then moved to Tucson where he earned a degree in economics from the University of Arizona, minoring in business administration and studio art. Upon graduation in 2018, the Washington native moved to Los Angeles where he was employed by AIG Insurance Corporation. His responsibilities included assisting one of the company’s East Coast sales teams and aiding financial advisors in the retirement planning process for clients. In 2020, he relocated to Scottsdale, Arizona, where he joined the Jason Mitchell Group, the #1 real estate referral team in the country with operations in 40 states. Helping clients make sound financial decisions has been at the center of all of Riley’s professional pursuits.

Outside of work, Riley enjoys golfing, life on the water, traveling, and attending music concerts and sporting events. He has a passion for meeting new people, exploring new experiences, and serving those in need.


AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.