(MEMPHIS / Sept 5, 2024) - B. Riley Wealth is pleased to
announce the addition of Kyle Odell, CFP®, as a Senior Vice President,
Investments to the firm's Wealth and Tax Services office in Poughkeepsie, New York.
Odell has over 13 years of financial industry experience and
joins B. Riley Wealth from Fidelity Investments where he worked for the past 11
years, most recently as a Vice President, Financial Consultant. Odell earned the
CERTIFIED FINANCIAL PLANNER™ designation in 2016 and has since maintained the
program's rigorous certification standards. A resident of Poughkeepsie, Odell began
his financial services career in the local community with AXA Advisors after
earning a Bachelor of Business Administration (BBA) degree from Western
Connecticut State University.
"We couldn't be more pleased to have Kyle join our team
in Poughkeepsie. His experience and knowledge bring a more comprehensive level
of financial planning and wealth management to our local clients," said Michael
Mullen, CEO of B. Riley Wealth. "Throughout his successful career, Kyle
has served his clients by developing effective financial plans that address all
phases of life, including a particular focus on building toward security in
retirement."
"For the past decade, I have served my clients by
adhering to sound financial planning disciplines," explained Odell. "My
approach is to really get to know and understand each client so that I am able
to offer financial advice specifically tailored to their unique needs now and
in the future. I look forward to leveraging B. Riley Wealth's sophisticated
capabilities, including the experienced tax professionals in the Poughkeepsie
branch, to bring additional value to my clients."
Kyle Odell may be reached at kodell@brileywealth.com or
(845) 867-5818. The office is located at 11 Raymond Avenue, Poughkeepsie, NY
12603. Learn more about his approach and the services available at www.kyleodell.brileyadvisors.com.
About B. Riley Wealth
B. Riley Wealth is a full-service investment firm serving
the diverse financial needs of individuals, corporations and institutional
clients through approximately 400 experienced financial advisors and registered
representatives located across the U.S. The firm offers comprehensive,
consultative financial planning services and solutions spanning securities
brokerage, investment management, insurance products, and tax planning and
preparation services. B. Riley Wealth had $26 billion in client assets under management
as of March 31, 2024.