With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

James M Richardson, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

James M Richardson

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James M Richardson Visit James M Richardson's website
Becky Tolbert, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Becky Tolbert

CRPC, APMA, AAMS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Becky Tolbert Visit Becky Tolbert's website
Timothy Rutt, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Timothy Rutt

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy Rutt Visit Timothy Rutt's website
William A Bagby, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

William A Bagby

Financial Advisor

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

Our team

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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Bishana Shipp

Bishana Shipp

Marketing Manager

Qualifications

  • University of North Carolina at Charlotte (BA)
  • Cornell University

    Product Marketing Certificate

    August 2022

Roles & Responsibilities

  • Promotes advisory team and the product and services offered
  • Brand development and implementation
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Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Centralized point of contact between clients and advisory team
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