B. Riley Wealth Management Welcomes Bruce Lewin to Dallas Branch Office
(MEMPHIS, TN / September 7, 2018) – B. Riley Wealth Management, a leading full-service wealth management firm and wholly-owned subsidiary of B. Riley Financial, Inc., is pleased to announce that veteran financial advisor Bruce Lewin has joined the firm’s Dallas branch office.
Lewin joins B. Riley Wealth Management after seven years with LPL Financial. After graduating from the University of Texas, he started his career as a financial advisor in 1996. Throughout his 22-year career in the financial services industry, Lewin worked with a number of well-regarded firms, including Texas-based Southwest Securities, Wachovia and Prudential.
“My entire career has been focused on the financial needs and well-being of my clients,” says Lewin, a Dallas native. “I joined B. Riley Wealth Management because, as a firm, it is committed to the same core values that I share, values that place the client above all else. I look forward to leveraging the broad capabilities and deep resources of all of B. Riley Financial for the benefit of my clients.”
“I’ve known Bruce for more than 20 years, and we are thrilled to have an advisor of his caliber and character join us,” says Pap Roark, Dallas branch manager. “He brings a tremendous amount of experience and knowledge to our team, and is a prime example of the success-minded professional that B. Riley Wealth Management’s advisor-centric platform attracts and can support for significant growth.”
B. Riley Wealth Management’s Dallas branch office is located at 13155 Noel Road, Suite 750. Bruce Lewin can be reached at 214.442.2900.
About B. Riley Wealth Management
B. Riley Wealth Management provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. Established in 1996 and headquartered in Memphis, Tennessee, B. Riley Wealth Management has over 20 offices in 13 states and 300 associated professionals. B. Riley Wealth Management is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY), a publicly traded, diversified financial services company.