Thomas Bridgman | Financial Advisor | Storyteller | Legacy-Focused Wealth Strategist
Thomas Bridgman is a faith-driven financial advisor who believes that legacy is built with intention, not just assets. With advanced credentials including AAMS™, CRPC™, CRPS™, ChFC®, and CPFA®, Thomas brings both expertise and empathy to every client relationship. He is the creator of Thursdays with Thomas, a storytelling-driven video series that makes financial strategy accessible, practical, and meaningful.
Whether guiding families through retirement planning, education funding, or wealth transfer, Thomas serves as a steady, trusted hand—one who won’t let go, even when times get tough. Beyond finance, he is deeply committed to community, volunteering through church media and supporting organizations that serve families in need.
All relationships begin with a conversation, and it would be my pleasure to get to know you.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
