Alan Richmond

Alan Richmond is a seasoned financial advisor and trader with over 14 years of experience at B. Riley Wealth Management, specializing in customized municipal bond portfolios and wealth management strategies for individuals and corporations. Richmond holds Series 7, 66, and 53 licenses and actively assists money managers in the procurement of municipal bonds across various states and maturities. Earlier experience includes a wealth management internship at Trustmark National Bank, where Richmond conducted market research, developed investment portfolio presentations for high net worth clients, and contributed to cross-selling strategies. Academic qualifications include an MBA in Finance from Haslam College of Business at the University of Tennessee and a BBA in Finance from Mississippi State University.