(LOS ANGELES - February 10, 2023) - B. Riley Wealth is pleased to announce that Curtis A. Paul has been promoted to branch manager of its Beachwood, Ohio office. Additionally, he is a Senior Vice President, Investments, providing comprehensive wealth services to clients.
In his expanded role as branch manager, Paul will lead the firm's efforts in the greater Beachwood, Ohio region, focused on recruiting quality advisors and developing key business and community relationships.
Paul joined B. Riley in October 2018 as a financial advisor. He has nearly four decades of experience in the financial services industry. His past experience includes leadership positions in which he was responsible for the development and training of more than 400 advisors across a multi-state region.
Serving as a trusted advisor to his clients, Paul develops tailored investment solutions for long term investors, business owners, their extended families, and others seeking to build a secure future for themselves and future generations.
Paul has been an active member of Rotary International for many years, having served in various roles including board member, past president, membership chair, and District 6600 trainer. He is a longtime resident of Northeast Ohio and graduate of Hastings College (Hastings, NE). For more information about opportunities for financial advisors, contact Curt Paul at firstname.lastname@example.org or (216) 378-7300.
About B. Riley Wealth
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.
B. 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 affiliates.