Prior to her transition to wealth management, Bridget worked in financial advisory consulting at PricewaterhouseCoopers, as a research sales person at OTR Global and most recently spent the last 13 years in institutional equity sales and relationship management at UBS. Bridget earned a Bachelor’s degree in Finance & International Business from Pennsylvania State University. Bridget holds the FINRA Series 7, 63, & 66 registrations. She lives in Darien, CT with her husband and two children.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
