• Manage customized municipal bond portfolios for individuals and corporations
  • Wealth management and portfolio strategies for individuals


  • B. Riley Wealth Management, since 2009
  • 13 years in industry


  • Mississippi State
  • MBA, University of Tennessee


Alan joined B. Riley Wealth Management as a Financial Advisor in 2009. He provides comprehensive financial planning and asset management with a focus in building municipal bond portfolios. Alan works with individuals to match their investment portfolio with their risk tolerance to maximize the creation and preservation of wealth. He manages investments including stocks, bonds, mutual funds, ETFs, closed-end funds and separately managed accounts.

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, variable insurance products, and tax planning and preparation services. B. Riley Wealth's experienced representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs.