The Team

Richardson Private Wealth Advisors
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Rebecca Tolbert

Rebecca Tolbert

Financial Advisor

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Designations

CRPC®, APMA®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

B.A. from North Carolina State University, 1993

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Timothy Rutt

Timothy Rutt

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Family Finances
  • Investment Management
  • Retirement Income Strategies

Education

B.S. Carson Newman College 1994

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Our Staff

Marlene Schneider

Marlene Schneider

Financial Planning Analyst

Chartered Retirement Planning Counselor℠
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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
Bishana Shipp

Bishana Shipp

Marketing Manager

Client Relationship Specialist
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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
Carole Ketter

Carole Ketter

Client Service Coordinator

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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
Brenda Peruso

Brenda Peruso

Receptionist

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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
Campbell Brown

Campbell Brown

Intern

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Personal Intro

Interests: wake boarding and playing guitar

Qualifications

  • Senior at North Carolina State University studying Business Management Finance