Bridget L. Weatherly, CFP

Check the background of this investment professional on
FINRA’s BrokerCheck

Branch Manager, Senior Vice President – Investments
Benjamin F. Edwards - Gulfport, MS
401 Cowan Rd
Ste D
Gulfport, MS 39507

bridget.weatherly@benjaminfedwards.com
Phone: 228-284-3131


MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as branch manager and facilitated the opening of our Gulfport, MS office. I began my financial services career in 1997, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Away from the office, I enjoy playing tennis, attending soccer games with my children, and exercising. My husband Russell and I live in Gulfport with our children, Pierce, Gracie and Amelia.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

EDUCATION

  • University of Southern Mississippi, Bachelor of Science in Business Administration Degree with emphasis in Banking & Finance
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, 2007

My Accolades

  • 2006 “South Mississippi’s Top 10 Business Leaders Under 40” as seen in The Sun Herald and The Journal of South Mississippi Business

My Community Activities

  • Gulfport School District Board of Trustees, Member
  • Mississippi Gulf Coast Tri Delta, Alumnae Reference Chairman
  • James Catholic Church, Member

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.