Bridget Wyatt
Bridget is a seasoned financial professional with over 20 years of Wall Street experience. She brings an institutional level of service to individuals and families, making financial planning both collaborative and deeply personalized—designed to help clients make confident decisions aligned with their goals.
At the heart of our mission is you—your values, your goals, and your vision for the future. We begin by truly listening, asking thoughtful questions to understand where your wealth stands today and where you want it to be tomorrow.
With that foundation, we work together to build a personalized financial plan designed to support your family's unique aspirations while helping manage investment risk. Our focus is on practical, goal-oriented solutions that turn your financial vision into reality—step by step, with clarity and confidence.
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.
