Richardson Private Wealth Advisors

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


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Team photo for Richardson Private Wealth Advisors
Team photo for Richardson Private Wealth Advisors

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Advisors

James M Richardson

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James M Richardson's website

Becky Tolbert

CRPC, APMA, AAMS, AWMA℠

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Becky Tolbert's website


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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Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Centralized point of contact between clients and advisory team
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