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Our financial advice team


Adam Williamson, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Adam Williamson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Riverstone Wealth Advisory Group
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, Series 66, Life & Health licenses

Education

  • Bachelor's in Marketing Management from Virginia Tech

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Riverstone continues to support Feed More, Central Virginia’s core hunger-relief organization. In 2022, Riverstone joined with our clients again for a virtual food drive in the spring. We also held several actual food drives throughout the year with our clients dropping most needed donations at our office and at events. Overall, between the monies raised and the food donated, we helped provide nearly 68,500 meals to those most in need in our area.

Additionally, for the 15th year Riverstone partnered with our clients to participate in the Salvation Army Angel Tree program, lifting the spirits of more than 55 children with our gifts

Interests

  • Playing soccer with local league
  • Virginia Tech sports - Go Hokies!
  • Spending time at the beach
  • Hiking and Camping
  • My wife, Casey, and I have two wonderful children, Adelyn and Isaac.