Neville Richardson, CEO of Alpha Private Wealth Advisors, has been working in the financial services industry for 16 years. He earned his BBA in International Business and Finance from Howard University, Washington D.C.
Neville has worked on both the New York Stock Exchange and the American Stock Exchange. He started his career at Goldman Sachs as a NASDAQ Equity Trader. Neville worked at Clorox as a Financial Analyst and later joined the Risk Arbitrage Desk at Spear Leeds & Kellogg. He holds several securities licenses including: Series 7, Series 24, Series 63, Series 66, Series 55 and California Life and Health.His industry designations include Certified retirement planning.
Neville has successfully guided his clients in the areas of wealth management including retirement planning, estate planning and portfolio management. Neville has obtained the designation of CRPS (Certified Retirement Planning Specialist), allowing him to integrate special needs concerns into their broader financial strategy and find appropriate solutions in areas such as insurance, asset management, estate planning and trust administration. His clients range from Fortune 500 companies to business owners, non-profit organizations and endowments.
SOLUTIONS Neville delivers customized solutions based on each individual client’s needs, goals and aspirations. His main goal is to deliver a personalized and intimate client experience by becoming an essential partner. Excellence and integrity are the cornerstones of his practice.
SERVICE Neville focuses on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. He takes the time to listen to and review client financial situations, preferences and goals.