Richardson Private Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

William A Bagby

Financial Advisor

Associate Vice President of Richardson Private Wealth Advisors
Visit William A Bagby's website

James M Richardson

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James M Richardson's website

Becky Tolbert

CRPC, APMA, AAMS, AWMA℠

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Becky Tolbert's website

Timothy Rutt

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Timothy Rutt's website


Team

Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Centralized point of contact between clients and advisory team
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Marlene Schneider, CRPC

Marlene Schneider, CRPC

Financial Planning Analyst

Qualifications

  • Designation: CRPC
  • Series 7 and 66 Licenses
  • Life, Health and Variable Annuity License
  • Medicare Supplement and Long Term Care License
  • Bloomsburg University of Pennsylvania

Roles & Responsibilities

  • Financial Statement Analysis & Reporting
  • Financial Product Application Development, Review, & Status Management
  • Equity & Fixed Income Trade Production
  • Client On-Boarding Assistance
  • Client Concierge Assistance
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