PROFESSIONAL PROFILE
Kellie Ridgley is a Financial Advisor who joined Merrill Lynch in 2007 in the Annapolis office. In 2008, she earned the Chartered Retirement Planning Counselor SM designation. Kellie specializes in retirement planning and distribution. In addition, she has also obtained the Certified Special Needs Advisor designation. This enables her to help preserve the financial security and quality of life for families of children with disabilities.
Kellie provides a holistic approach to financial planning offering you a wide range of tools and resources to help meet all of your individual financial goals. As a financial advisor, she works with a team of specialists to develop financial strategies for successful individuals, families, and business owners to build, protect, and preserve their wealth. Utilizing the Total Merrill Approach, Kellie's focus is to provide solutions to her client's individual needs and to meet their long-term goals.
Merrill Lynch is one of the world's most respected and leading financial management and advisory firms. We have offices in 38 countries and territories and client assets of approximately $1.8 trillion dollars. Merrill Lynch manages assets for governments, institutions, and individuals and we have been doing so for almost 100 years.
Each and every one of Kellie's client relationships begins with a personal meeting to establish objectives. She then develops appropriate strategies and devises customized solutions to help her clients realize their hopes and dreams. This process is continually monitored and updated as her clients needs continue to evolve.
Kellie's career with Merrill Lynch complements her undergraduate degree in Economics earned at University of Maryland, College Park. Prior to joining Merrill Lynch, she worked in the homebuilding industry as a Community Sales Manager. It is her vision to have all of her clients 100% delighted with the customer service she provides to them so that one day, she will have a completely referral-based business created by highly satisfied clients