Role listed
Steadtrust
AeroLeads people directory · profile
Thomas Kowalczyk Email & Phone Number
EVP, B. Riley Wealth Management
at
Steadtrust
2 work emails found
@williams-financial.com
2 phones found area 214 and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
EVP, B. Riley Wealth Management
Location
Dallas, Texas, United States
Who is Thomas Kowalczyk? Overview
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Quick answer
Thomas Kowalczyk is listed as EVP, B. Riley Wealth Management at Steadtrust, based in Dallas, Texas, United States. AeroLeads shows a work email signal at williams-financial.com, phone signal with area code 214, 800, and a matched LinkedIn profile for Thomas Kowalczyk.
Thomas Kowalczyk previously worked as EVP, Head of Platform at B. Riley Wealth Management and President at B. Riley Wealth Advisors, Inc.. Thomas Kowalczyk holds Mba, Finance from City University Of Seattle.
Company email context
Email format at Steadtrust
This section adds company-level context without repeating Thomas Kowalczyk's masked contact details.
{first_initial}{last}@williams-financial.com
89% confidence
AeroLeads found 2 current-domain work email signals for Thomas Kowalczyk. Compare company email patterns before reaching out.
Profile bio
About Thomas Kowalczyk
Highly engaged executive with a demonstrated track record of successful business development and sales growth. Strategic leader with strong relationship building background with both independent advisors and business partners. Subject matter expert on advisory and fee based programs as well as retirement income strategies. Core Competencies • Advisory Services• Consulting Services• Retirement Income• Business Strategy• Investment Solutions• Public Speaking• Business Development• Recruiting• Sales and MarketingSecurities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.
Listed skills include Retirement Planning, Mutual Funds, Investments, Fixed Annuities, and 19 others.
Current workplace
Thomas Kowalczyk's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 21 years
Thomas Kowalczyk work experience
A career timeline built from the work history available for this profile.
Evp, Head Of Platform
Current
Jul 2022 - Present
President
Current
B. Riley Wealth Advisors, Inc.
Jul 2022 - Present
Chief Executive Officer
National Asset Management, Inc.
National Asset Management Inc., an SEC Registered Investment Advisor
Jul 2018 - Jul 2022
Executive Vice President, Investment Solutions
National Securities Corp., Member FINRA | SIPC
Jul 2017 - Jul 2022
Senior Vice President Of Advisory Services
Williams Financial Group
Feb 2014 - Jul 2017
Vice President, Director Of Advisory Services
Signator Financial Services, Inc.
Responsible for the development and promotion of all SIS fee-based platforms as well as the creation of the SIS retirement income initiative. Developed and managed the advisory services operating budget.
Oct 2010 - Feb 2014
Product Manager, Asset Management
Responsible for building out the firms managed account and retirement income platforms across multiple distribution channels.
2010 - Dec 2011
Sr. Marketing Analyst
2007 - 2010
~3 yrs
Advanced Markets Specialist
Part of the Advanced Markets team. Primarily focused on the TSA market but was also involved with life insurance case design and tax planning scenarios in support of the sales group.• Liaison with the sales center for ongoing training regarding retirement plans materials and information• Led project to develop and complete 403(b) and 457 sales proposal material and implemented workflow for proposal use • Subject matter expert for DC plans with focus on 403(b) and 457 plans
2006 - 2007
~1 yr
3 education records
Thomas Kowalczyk education
Mba, Finance
City University Of Seattle
B.A.
Boise State University
Education record
University Of Nebraska-Lincoln
FAQ
Frequently asked questions about Thomas Kowalczyk
Quick answers generated from the profile data available on this page.
What company does Thomas Kowalczyk work for?
Thomas Kowalczyk works for Steadtrust.
What is Thomas Kowalczyk's role at Steadtrust?
Thomas Kowalczyk is listed as EVP, B. Riley Wealth Management at Steadtrust.
What is Thomas Kowalczyk's email address?
AeroLeads has found 2 work email signals at @williams-financial.com for Thomas Kowalczyk at Steadtrust.
What is Thomas Kowalczyk's phone number?
AeroLeads has found 2 phone signal(s) with area code 214, 800 for Thomas Kowalczyk at Steadtrust.
Where is Thomas Kowalczyk based?
Thomas Kowalczyk is based in Dallas, Texas, United States while working with Steadtrust.
What companies has Thomas Kowalczyk worked for?
Thomas Kowalczyk has worked for Steadtrust, B. Riley Wealth Management, B. Riley Wealth Advisors, Inc., National Asset Management, Inc., and National Securities Corporation.
How can I contact Thomas Kowalczyk?
You can use AeroLeads to view verified contact signals for Thomas Kowalczyk at Steadtrust, including work email, phone, and LinkedIn data when available.
What schools did Thomas Kowalczyk attend?
Thomas Kowalczyk holds Mba, Finance from City University Of Seattle.
What skills is Thomas Kowalczyk known for?
Thomas Kowalczyk is listed with skills including Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Retirement, Series 7, Financial Services, and Financial Advisory.
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