About Joseph "Chip" Crain, CFP®

Senior Vice President, Financial Advisor

 

"My goal is to work with a client's total financial situation, with an understanding of the client's goals and dreams, to craft a strategy that provides the greatest opportunity for success while minimizing the risk." Chip Crain has used this approach to serve his clients for more than 20 years, working closely with families to offer comprehensive financial planning and asset management. As a CERTIFIED FINANCIAL PLANNER™ designee, he coordinates with the client’s tax and legal advisors to address all aspects of retirement, education and estate planning when recommending appropriate financial strategies.

As a B. Riley Wealth Management financial advisor, Chip delivers comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique proprietary offerings available through our B. Riley Financial affiliates.

Chip joined B. Riley Wealth Management in 2007 from Smith Barney. He attended Southern Methodist University and received his BA in finance from the University of Memphis, as well as an executive degree in financial planning from Christian Brothers University. He is a past two-time Chairman of the Financial Planning Association of Greater Memphis and currently serves on the Board of Directors of The Cotton Museum.

Contact Chip today to learn more about his services and how B. Riley Wealth Management can help you and your family reach your financial goals.