Brian J. Smith, AIF^®

Brian J. Smith, AIF^®
Senior Vice President, Investments

I have recently joined B. Riley Wealth and am excited to announce the opening of the firm's newest office in Quakertown, my hometown. I am joined here by my longtime colleague, Deb Mann. Of the many reasons we chose to partner with B. Riley Wealth, among the most important is a shared focus on the financial well-being of our clients. Additionally, the firm is committed to providing investors with the products, tools, and opportunities needed to support a comprehensive financial plan.

B. Riley Wealth was founded in 1996 to serve the financial needs of individuals, families, businesses and institutions, non-profits, trusts, foundations, and endowments. I look forward to introducing both current clients and new contacts to the expansive suite of wealth management solutions and in-house expertise available here. 

More information about the firm, our services and our qualifications can be found in the About Us section of my website. Please call or email me or Deb to schedule a conversation or meeting to discuss how we can help you achieve your financial goals.