Bridget R Walden, Senior Financial Advisor, began her financial services career in 2015. As a Senior Financial Advisor Bridget assists clients by helping them manage their wealth to meet their individual needs. Bridget focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
Bridget R Walden also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs. In addition, she can work with clients' attorneys, accountants, and other advisors to help coordinate their financial and legacy approach.
My mission is to help you and your family save time and energy by taking on the financial issues you may not have the time to pursue so you can focus on the people and priorities you value most. I look beyond your investments to provide wealth management advice and guidance to help preserve your wealth and build your legacy for generations to come.
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.
