Our Team
Brian J. Smith, AIF®
Senior Vice President, Investments
As a wealth advisor and Accredited Investment Fiduciary®, I am focused on providing sound investment advice and financial solutions to support the needs of my clients.
My approach prioritizes managing risk in a client’s portfolio and helping them understand how that risk can affect their financial outcomes. An integral part of our planning service is providing financial education. I believe that the more a client understands about what they own and why, the less likely they are to let emotional reactions alter the course of their financial plan. We leverage the expertise of several professional managers across the country to efficiently build, implement, and most importantly, monitor successful investment strategies for our clients.
I am a lifelong resident of Quakertown. After attending Quakertown High School, I went on to Penn State University, earning two undergraduate degrees in Finance and Marketing. I returned to the area to establish my career in financial services. Prior to joining B. Riley Wealth, I spent 11 years with QNB Financial Services and the previous eight years with Keystone Financial Management¹. I currently live in Durham with my wife and three children.
Deb Mann
Client Service Associate
I have over 30 years of experience in the banking industry, with the past nine working alongside Brian in his financial services practice. I enjoy daily interaction with our clients and strive to develop a deep understanding of every individual’s needs, goals and challenges. As a Client Service Associate, my role is to anticipate those needs, respond to requests, and provide exceptional service. I am committed to treating every client with compassion and professionalism in all dealings. This approach has resulted in great working relationships with both Brian and our many clients.
Joining B. Riley Wealth has provided an exciting opportunity for me to broaden my skills. I look forward to getting to know new clients while continuing to serve our longstanding clients, friends and neighbors in the Quakertown community.
¹Securities registrations held by Signator Investors (Keystone Financial Management) and LPL Financial (QNB Financial Services).