In March of 2004, Partners Stephen Riley, Don Nichols, and David Munn brought together their 27 years of industry experience to form their own independent financial firm, Riley Nichols & Munn.
In January 1977 Don and Steve started as financial advisors with Merrill Lynch in Rochester, NY. They then moved together to Paine Webber in May 1979, which later merged with UBS Financial in November 2000. Dave joined UBS and formed a partnership with Don and Steve in late 2000. Their sound partnership led Dave, Don, and Steve to leave UBS in 2004. Using LPL Financial as their broker/dealer, the partners formed their own independent firm, Riley Nichols & Munn, with offices at 100 Linden Oaks, Rochester, NY. With their own firm, they dedicated themselves to their goal of a client first focus, providing every client with the absolute best personalized customer service and customized objective investment advice.
In 2007, Kelly (Riley) Whalen and Michael Munn joined the firm. They became Financial Advisors early on. In 2021, Dave and Steve ushered in the second generation of the firm with the promotion of Kelly and Michael to Partners. After 41 years of financial advising, Riley Nichols & Munn co-founder, Don, retired in December of 2018.
Riley Nichols & Munn advances into the future with a new name, fresh look, and idyllic location. We are now Riley Whalen & Munn. As always, our top priority remains the satisfaction and customized care of our clients, providing the exceptional level of advice and standard of excellent service our clients deserve.