Shelli Richardson

Welcome

I believe that everyones economic, life situations, and goals are unique, and I keep that in mind when providing financial security advice. I feel that personalized service is essential when matching clients with the right financial security products and services.

As a Financial Adviser, I am dedicated to learning about your personal goals, whether that's purchasing your first home, financing your children's education, and/or planning for retirement.

Together we can build a financial security plan focused on your specific goals and needs.  Once your custom plan is in place, we will continue working together to monitor, review, and ensure you are comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.

Contact us today and get started on your individualized plan!

Areas of Focus

• Financial Planner
• Investment Advisor
• Retirement Income Strategies
• Insurance Agent

Interests & Community Participation

• My grandsons Easton 8 and Sam 7: Baseball, Basketball, Fishing, Ice cream, Ipad games, and Hanging out
• My granddaughter Rylee 11: Allstar cheerleading, Middle School cheerleading, Volleyball, Shopping, and Sleep overs
• My Grandson Neil 2: Just watching him grow, learn, and explore; a kid that always has the biggest smile on his face
• My Granddaughter Alice 6 months:  Everyday is a new and wonderful day with this beautiful baby
• Family

Experience

• 2025-Present:  Investment Advisor Representative with Royal Fund Management
• 2020-2023:  Investment Advisor Representative with Prudential
• 2015-2020:  Investment Advisor Representative with Royal Fund Management
• 2012-Present:  Insurance Broker with Impact Partnership
• 2004-2011:  Insurance Broker with Game Plan Financial
• 2004-Present:  President of Richardson Retirement Solutions
• 2001-2003:  Financial Advisor with GE Financial

Education

• BS from Concord University:  Business Administration with Finance

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure