B. Riley Wealth recently welcomed Brian J. Smith as a senior vice president of investments. Smith joined the firm to establish a new branch in Quakertown.
A lifelong Quakertown resident, Smith has nearly 20 years of financial industry experience and joins B. Riley Wealth from QNB Financial Services, where he was a wealth advisor for 11 years. He previously spent eight years with Keystone Financial Management. His longtime colleague, Deb Mann, also joins B. Riley as a client service associate.
A graduate of Penn State University, Smith earned Bachelor of Science degrees in both finance and marketing. He holds the Accredited Investment Fiduciary designation.
Mann has over 30 years of experience in the banking industry, the past nine supporting Smith’s financial services clients at QNB Financial Services.
The office is located at 136 Mill Road, Suite A, Quakertown.
B. Riley Wealth includes approximately 400 experienced financial advisors and registered representatives serving customers nationwide.
Perkasie-based Penn Community Bank has been selected by Business Intelligence Group as a recipient of the organization’s Public Relations and Marketing Excellence – External Campaign of the Year Award.
The bank’s marketing department was recognized by the panel of business executives for its expansion of the ongoing “Start. Grow. Stay.” campaign. The initiative for the first time introduced the bank to a regional audience stretching from the Lehigh Valley to Philadelphia by utilizing a multi-channel approach, including TV, digital, print, and experiential marketing efforts.
“Penn Community Bank has shown to the business world the impact a group of creative and business-minded people can help solve real challenges to meet clients’ needs,” said Maria Jimenez, chief nominations officer of the Business Intelligence Group. “We are so proud of all of our winners and congratulate them all for their successes.”
“The goal of this campaign is threefold: to introduce Penn Community Bank to a growing and diverse audience, to clearly share our consumer and business banking and lending capabilities, and integrate new neighborhoods into the bank’s signature focus on building thriving communities from Philadelphia to the Lehigh Valley – and everywhere in between,” said Bernard Tynes, Penn Community Bank chief marketing and impact officer. “At the heart of our campaign is the unwavering commitment to authenticity. We’re proud to continue to build upon our legacy of service and honored to receive this national recognition for reaching our customers and communities.”
Grim, Biehn & Thatcher of Perkasie announced that Lindsay R. Norton has joined the firm as a full-time associate. Norton’s practice will be devoted to business transactions and estate matters with a focus on estate planning and estate administration.
A resident of Lansdale, Norton received her bachelor’s degree from Saint Joseph’s University and her law degree from Villanova University.
Grim, Biehn & Thatcher represents clients in the areas of business, commercial and tax law; litigation; family law; criminal law; landlord/tenant law; municipal/zoning law; personal injury law; wills and estates; and real estate law.