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 collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Rebecca Tolbert, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Rebecca Tolbert

CRPC®, APMA®, AAMS®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Rebecca Tolbert's website
Timothy Rutt, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Timothy Rutt

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Timothy Rutt's website

Team

Marlene Schneider, CRPC

Marlene Schneider, CRPC

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
View more
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
View more
Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Monday through Thursday: Centralized Point of Contact for Clients
  • Advisor Calendar Management
  • Greets Clients and Visitors via Telephone and In-Person
  • Administrative Tasks
View more