Darcy Ridge

Darcy Ridge

Financial Services Professional

Followers of Darcy Ridge314 followers
location of Darcy RidgeMooresville, North Carolina, United States

Connect with Darcy Ridge to Send Message

Connect

Connect with Darcy Ridge to Send Message

Connect
  • Timeline

  • About me

    Cultivating Tailored Financial Strategies for Business Owners and Asset-Rich Clients | Offering Comprehensive Insurance and Securities Solutions | Tax-Advantaged Strategies | Estate Planning

  • Education

    • University of North Carolina at Chapel Hill

      1998 - 2002
      Bachelor of Fine Arts - BFA Art History, Criticism and Conservation
    • University of North Carolina at Chapel Hill

      1998 -
      Bachelor of Fine Arts - BFA Art History, Criticism and Conservation
  • Experience

    • Summit Advisory Group

      Feb 2021 - Sept 2021
      Financial Services Professional

      Darcy Ridge is licensed to sell insurance/licensed in NC. And endorsement of this individual may not reflect others' views or experience. TC119919(0321)P

    • Vineyard Financial Partners

      Sept 2021 - Aug 2024
      Director of Operations

      Helping others has been a theme throughout my career. Before financial planning, I was a teacher for 10 years and a small business owner. Now, I get to use those previous experiences in helping others plan their financial futures.My passion is to work with small business owners, women in business, and clients approaching retirement to educate and assist them in preserving their assets, maximizing cash flow, and helping as they work to pursue financial independence in their retirement years. I hold Life and Health licenses and have passed my Series 65 Exam. My husband Brandon and I enjoy traveling, camping with their travel trailer, boating on Lake Norman, and cheering on our sons, Jackson and Evan, at basketball games.*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044, 800-873-7637, www.htk.com. Vineyard Financial Partners is unaffiliated with HTK. Show less

    • Thrive Financial Partners

      Aug 2024 - now
      Wealth Management Advisor
  • Licenses & Certifications

    • Series 7

      FINRA
    • Series 65

      FINRA
    • Series 63

      FINRA