Brian H. Smith, CRPC, has joined Mechanics Bank’s Roseville, CA, Wealth Management Office as an Assistant Vice President and Relationship Manager in the Private Banking Division.
Mr. Smith previously was with Wells Fargo Bank/ Wells Fargo Advisors in San Luis Obispo. He joined Wells Fargo in 2009. Prior to that, he served as Community Sales Manager with Quadrant Homes/ Brookfield Homes Southland in Bellevue, WA and Costa Mesa, CA respectively, from 2005 to 2009. He also has held positions with Zip Realty Orange County, eHealth Insurance Services, Inc., and Intelligent Direct Marketing.
Having grown up in the Rocklin and Granite Bay Area, Mr. Smith’s local roots are deep. He attended elementary and high school in the area and graduated from California State University, Sacramento in 2002 with a BS in Marketing and Business Administration. He currently resides in Roseville.
Mr. Smith has completed FINRA series 6, 7 and 66 and is licensed in California in Life and Health, Annuity Rider and Long Term Care Rider. He holds real estate licenses in California and Washington State and is a Chartered Retirement Planning Counselor (CRPC). Mr. Smith also earned a Certificate in Marketing at the University of California at Irvine in 2007.
The Roseville Wealth Management Office of Mechanics Bank is located at 925 Highland Pointe Dr., Suite 340 in Roseville, 916.787.1362.
About Mechanics Bank
For more than a century, Mechanics Bank has been committed to
helping people build prosperous communities as a trusted financial partner,
forging lasting relationships through teamwork, respect and integrity.
The $3 billion independent bank, based in Northern
California, offers personal banking, business banking, trust, brokerage and
wealth management services. For more information, please visit www.mechanicsbank.com.