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Brad Swartzwelder, Private Wealth Advisor serving the Midlothian, VA area - Ameriprise Advisors

Brad Swartzwelder

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Riverstone Wealth Advisory Group

An Ameriprise Private Wealth Advisor

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Saving for Education
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. Finance, University of Richmond, Richmond,VA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2024
  • Ameriprise Circle of Success, 2011-2023
  • Five Star Wealth Manager, 2013 -2016

Community participation

Riverstone continues to support Feed More, Central Virginia’s core hunger-relief organization. In 2022, Riverstone joined with our clients again for a virtual food drive in the spring. We also held several actual food drives throughout the year with our clients dropping most needed donations at our office or at an event. Overall, between the monies raised and the food donated, we helped provide nearly 68,500 meals to those most in need in our area.

Additionally, for the 15th year Riverstone partnered with our clients to participate in the Salvation Army Angel Tree program, lifting the spirits of more than 55 children with our gifts

Interests

  • I have a 5 handicap in golf and play on multiple USTA tennis teams at a 4.0 level.
  • I enjoy vacationing and traveling with my family
  • Melissa and I have two beautiful children, Ava and Jack