Professional

Ridgely joined Northwestern Mutual as a financial representative in 2013, coming from a background in fundraising for higher education. He has always aspired to do good for those around him, and the transition from a not-for-profit to a company that helps clients plan for and secure their financial futures was a natural fit.

Education

Bachelor of Arts in Economics, Union College (2003)

Associations & Memberships

Albany Colonie Chamber of Commerce (2014 - Present)

Leadership

Ridgely holds a dual role at Northwestern Mutual as not only a Financial Advisor, but also a part of our agency's leadership team as a College Unit Director (CUD). CUD's are responsible for marketing and building college units in network offices – a critical aspect of future growth at Northwestern Mutual. While developing personal leadership skills, CUDs attract, develop, and help financial representative interns off to a fast career start. CUDs coach productive financial representative interns, with the ultimate goal of guiding the right person at the right time to becoming full-time Financial Representatives. Ridgely leads a team of 5-10 interns from the local colleges and universities.


Before we talk about the products and services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me and what my goals are. 

My goal is to be an educator and a coach during your entire planning process.

I use our first meeting to do two things:  explain my philosophy on building a financial plan, and to understand what is important to you, both now and in the future.  I take time to explain and answer any questions you have regarding my financial planning philosophy.  We must mutually know if it makes sense for us to move forward.  Agreeing on a planning philosophy is the first step towards building a lasting relationship. 

My goal is to listen and address your needs, in that order.

My favorite part of the process is getting to know what drives you to succeed.  Only by understanding what you hope to achieve, personally, professionally and financially, can I create an analysis that will address your needs and concerns.  I ask questions to make sure that our next meeting is focused around an agenda that is yours, not mine.

My goal is to help you understand and implement a solution that is right for you.

Sometimes, during this process, we find gaps that need to be addressed or inefficient saving strategies.  Other times, we reaffirm you made the right decision and that no changes need to be made.  Either way, my goal is to help you understand your current plan, educate you on options that might available to you, and help you make the best decision for you and your family.

My goal is to help you now.  My goal is to grow with you over time.

At the end of this process, I am certain that you will have gained a higher level of confidence, clarity, and control over your personal finances.  But that is not where our relationship ends, I will review your plan with you as often as necessary.  When you change jobs, buy a home, add a family member, send a child to college, retire, plan for the next generation, I will be there to provide expert guidance so your plan changes and grows with you.

I look forward to the opportunity to introduce myself with these goals in mind.

Ridgely W Harrison IV, CLU®

Financial Advisor

 

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