Kelsey Ridgeway
Phoenix
Summary
Financial planning professional with 5+ years of experience in client relationship management, cashflow and retirement analysis, and delivering clear, tailored financial strategies. Strong communicator with a track record of supporting clients through practical guidance and steady, proactive follow-through
Overview
8
8
years of professional experience
Work History
Planning Consultant
Fidelity Investments
04.2022 - Current
- Serve a high-net-worth and emerging-wealth client base, leading planning conversations from discovery through analysis, recommendations, and follow-up.
- Prepare and deliver planning discussions covering cashflow, income strategies, retirement readiness, and investment considerations using scenario modeling software.
- Conduct book-of-business reviews to identify planning needs, uncover opportunities, and prioritize outreach based on client goals and engagement potential.
- Manage planning workflows independently while partnering with VP-level Financial Consultants to ensure alignment on client strategy and next steps.
- Develop and execute targeted engagement tactics to re-establish contact, surface relevant topics, and drive meaningful client conversations.
- Scottsdale, Arizona & Monterey, CA
Relationship Manager
Fidelity Investments
07.2021 - 04.2022
- Strengthened client relationships through optimized outreach strategies and consistent follow-through with new and existing households.
- Reviewed advisor books to identify planning opportunities and prepare discussion topics, prioritizing client conversations to enhance engagement.
- Coordinated with advisors to align client strategy and clarify next steps, ensuring cohesive support for client needs.
- Used Salesforce and internal analytics to streamline workflows and enhance appointment preparation.
- Scottsdale, Arizona & Monterey, CA
Financial Representative
Fidelity Investments
03.2020 - 07.2021
- Managed daily branch operations, processing paperwork, depositing checks, and addressing client walk-in needs to ensure seamless service delivery.
- Utilized problem-solving and customer service skills to identify client needs and create opportunities for advisor follow-up.
- Scottsdale, Arizona & Monterey, CA
Enrollment Focused Advisor
AIG Retirement Services
11.2019 - 03.2020
- Guided prospective clients through employer-sponsored plan options and investment choices.
- Worked with a Senior Advisor to build client portfolios and support performance reviews.
- Prepared account documentation and ensured accurate, timely completion.
Education Savings Specialist Intern
The Vanguard Group, Inc
05.2019 - 10.2019
- Specialized team that managed over $100B in assets across four state-sponsored 529 college savings plans.
- Assisted investors in evaluating education savings strategies and selecting investment options.
Brokerage Investment Professional
The Vanguard Group, Inc
07.2018 - 05.2019
- Handled high-volume inbound calls while maintaining accuracy and attention to detail.
- Resolved account issues and supported diverse client service needs by researching problems, verifying documentation, and leveraging internal resources.
Education
Bachelor of Science - Finance
Northern Arizona University
Flagstaff, AZSkills
- Financial forecasting
- Attention to detail
- Salesforce utilization
- Attention to detail
- Time Management
- Adaptability
- Risk assessment
Financial Licenses
- SIE
- Series 7
- Series 63
- Series 66
- Arizona Insurance License
Timeline
Planning Consultant
Fidelity Investments
04.2022 - Current
Relationship Manager
Fidelity Investments
07.2021 - 04.2022
Financial Representative
Fidelity Investments
03.2020 - 07.2021
Enrollment Focused Advisor
AIG Retirement Services
11.2019 - 03.2020
Education Savings Specialist Intern
The Vanguard Group, Inc
05.2019 - 10.2019
Brokerage Investment Professional
The Vanguard Group, Inc
07.2018 - 05.2019
Bachelor of Science - Finance
Northern Arizona University