(LOS ANGELES / Nov 10, 2023) - B. Riley Wealth is pleased to welcome Brian J. Smith, AIF®, as a Senior Vice President of Investments. Smith joins the firm to establish a new branch in Quakertown, Pennsylvania.
A lifelong Quakertown resident, Smith has nearly 20 years of financial industry experience and joins B. Riley Wealth from QNB Financial Services where he was a wealth advisor for 11 years. He previously spent eight years with Keystone Financial Management. His longtime colleague, Deb Mann, also joins B. Riley as a Client Service Associate.
"We are excited to expand the firm's thriving Pennsylvania presence with the additions of Brian and Deb," said Chuck Hastings, Chairman of B. Riley Wealth. "We are honored that Brian chose to partner with B. Riley as the best wealth and investment management platform to serve his clients. He joins a dynamic firm with deep resources and a diverse array of financial services backed by in-house expertise."
"Throughout my career, I have focused on providing sound investment advice and financial solutions to support the needs of my clients," said Smith. "I made the decision to leave a bank environment for B. Riley Wealth in large part because I believe B. Riley's sophisticated capabilities and strong client support present a real benefit to both my clients and to me. I am excited about the opportunity to leverage the firm's exceptional resources to deepen relationships and bring additional value to my clients."
A graduate of Penn State University, Smith earned Bachelor of Science degrees in both Finance and Marketing. He holds the Accredited Investment Fiduciary® designation.
Mann has over 30
years of experience in the banking industry, the past nine supporting Smith's financial services clients at QNB Financial Services.
McCall, Mid-Atlantic Regional Manager, added, "Brian recognized that the
support of an experienced management team and the deep resources of a dedicated
wealth management firm were essential to
him serving all aspects of his clients' financial lives. Here he has all the
tools and technology needed to fulfill those needs and to run his practice
efficiently. It's a win-win move for Brian and his clients."
Smith may be reached at firstname.lastname@example.org
or (267) 424-2961. The office is located at 136 Mill Road,
Suite A, Quakertown, PA.
Riley Wealth includes approximately 400 experienced financial advisors and
registered representatives serving customers nationwide. The firm offers
comprehensive consultative financial planning services and solutions spanning
securities brokerage, investment management, insurance products, and tax
planning and preparation services. Representatives leverage the diverse
resources and expertise offered by other B. Riley companies to meet their
clients' unique financial needs. Services offered by B. Riley affiliates
include investment banking, capital markets solutions, equity research, real
estate advisory, forensic accounting, litigation support, appraisal, and
valuation services. B. Riley Wealth had $24 billion in assets under management
as of September 2023.
About B. Riley Wealth
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit https://brileywealth.com and follow @BRileyWealth on Twitter.
Riley Wealth is a subsidiary of B. Riley Financial (Nasdaq: RILY). B. Riley
refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or
B. Riley Wealth
Jo Anne McCusker
B. Riley Financial