About Alan Richmond
Senior Vice President, Financial Advisor
Alan Richmond provides comprehensive financial planning and asset management with a specialty in building municipal bond portfolios. With the other members of The Goldsmith Group, he works with individuals to match their investment portfolio with their risk tolerance to maximize the creation and preservation of wealth. He is licensed to manage investments using stocks, bonds, mutual funds, ETFs, closed-end funds, and separately managed accounts.
Alan joined B. Riley Wealth Management as a Financial Advisor in 2009. He’s a graduate of Mississippi State University, where he earned his degree in business administration with a major in finance and minor in economics. He also earned a Master’s degree in business administration with a concentration in finance from the University of Tennessee. As a student, Alan was a Torch Fund manager at the University of Tennessee, managing a $250,000+ equity portfolio for UT alum and Pilot Corporation founder Jim Haslam.
A Memphis native, Alan currently lives in Germantown with his wife Kristin and three children. He is a member of Our Lady of Perpetual Help Catholic Church in Germantown. Alan also serves as a member on the City of Germantown Financial Advisory Commission.
Contact Alan today to learn more about his services and how The Goldsmith Group can help you and your family reach your financial goals.