Bridge McSurely

Bridge McSurely utilizes the extensive resources of Merrill and Bank of America to deliver personalized wealth management services to a select group of individuals and their families nationwide. Many of his clients no longer have the time, desire, or expertise to manage their finances on their own, so they engage him to manage and optimize everything on their behalf, allowing them to focus on what matters most to them in life.

Bridge utilizes a three-pillar approach that integrates personal banking, financial planning, and investment management, all coordinated by a team of dedicated specialists. Through this approach, he provides meaningful advice in the fields of retirement and education planning, tax minimization strategy, personalized investment guidance trust and estate planning services, and credit and lending solutions through Bank of America. He focuses on building trusted relationships rooted in integrity, transparency, and a client-first philosophy.

While his client base is diverse, Bridge has developed a strong concentration in executives, business owners and founders. He often works closely with these clients to navigate stock compensation and liquidity events, such as IPOs, mergers and acquisitions, and the sale of a business.

Outside of his professional role, Bridge enjoys exercising, golf, spending time with family and friends, and staying involved in his community through philanthropy and his alumni networks at Boston College High School and Providence College.