I am a financial advisor and a CERTIFIED FINANCIAL PLANNER™ certificant for brokerage firm Edward Jones. Calling North Carolina home for the past 22 years, I have lived in several states and enjoy time in the Colorado Rockies, the rolling countryside of Gettysburg or the waterfront of Annapolis. As a lifelong student of history, I am a former Naval officer and have traveled extensively. You can usually find me at my office, or on the racquetball and pickleball courts after work. I like international travel and fine dining. I prefer medium roast coffee, with a little sweet cream.
I am a widowed father to three thriving adult children. My philosophy is that life is about experiences and relationships. I strive to help my clients realize their dreams and goals through thoughtful and purposeful financial strategies.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Pickleball
- Racquetball
- Traveling
- History and Museums
- Fine Dining
Personal Interests
- Pickleball
- Racquetball
- Traveling
- History and Museums
- Fine Dining
Office Information
Phone Number
Bo Richardson at (704) 784-9498Branch Team
- Caroline Collins
- Sr. Branch Office Administrator
- Julia Whitmire
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Caroline Collins
- Sr. Branch Office Administrator
- Julia Whitmire
- Branch Office Administrator
Branch Team
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