The Team

Richardson Private Wealth Advisors

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

James M Richardson

James M Richardson

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Bachelor of Arts in Business Management - North Carolina State University
AR License #2359768

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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