James Ridley
As a CERTIFIED FINANCIAL PLANNER™, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients' lives and what is important to them.
Outside of work, James enjoys volunteering with Young Life and spending time outdoors - where he can often be found playing soccer, hiking, or going rock climbing.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Our Team
Parker is a Financial Advisor who works closely with families to create and maintain thoughtful, personalized financial planning strategies. He serves as an additional resource to the team, helping ensure each client’s plan stays aligned with their goals as life evolves. Prior to joining the team, Parker spent several years at AllianceBernstein, where he partnered with financial professionals to deliver portfolio guidance, investment insights, and market perspective across a wide range of strategies. He earned his Bachelor of Science in Business Administration from High Point University, where he was also a member of the university’s lacrosse team. Parker holds the Certified Investment Management Analyst® (CIMA) designation. Originally from Collierville, Parker now lives in Nashville. Outside the office, he enjoys running, playing golf, and spending time with his wife.
8
Businesses, Non-Profit Organizations, Individual Investors
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management
Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs)
Yes
Phone, Our Office, Video Conference
Fee-Only
Based on Assets
210
210
210
$120,000,000
Why should I choose you as my financial advisor?
What services do you provide? What are your specialties?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
