Richardson Private Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Rebecca Tolbert

Rebecca Tolbert

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Rebecca Tolbert's website
Timothy Rutt

Timothy Rutt

Financial Advisor

Client Relationship Manager
Visit Timothy Rutt's website

Team

Marlene Schneider

Marlene Schneider

Financial Planning Analyst,

Chartered Retirement Planning Counselor℠

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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Bishana Shipp

Bishana Shipp

Marketing Manager,

Client Relationship Specialist

Qualifications

  • Certification: Inbound Marketing & Email Marketing
  • Certification: Content Marketing & Social Media
  • University of North Carolina at Charlotte (BA)

Roles & Responsibilities

  • Brand Development
  • Advertising & Promotions
  • Website & Social Media
  • Webinars
  • Public Relations
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Carole Ketter

Carole Ketter

Client Service Coordinator

Roles & Responsibilities

  • Tuesday and Thursday: Centralized Point of Contact for Clients, Advisor, and Staff Members
  • Advisor Calendar Management
  • Greets Clients and Visitors via Telephone and In-Person
  • Administrative Tasks
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Brenda Peruso

Brenda Peruso

Receptionist

Roles & Responsibilities

  • Monday, Wednesday and Friday: Centralized Point of Contact for Clients, Advisor, and Staff Members
  • Advisor Calendar Management
  • Greets Clients and Visitors via Telephone and In-Person
  • Administrative Tasks
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