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Bridget Weatherly

Bridget Weatherly

Senior Vice President – Investments and Branch Manager at Benjamin Edwards Inc.

Biloxi, MS , United States

About

Bridget Weatherly is Senior Vice President – Investments and Branch Manager at Benjamin F. Edwards & Co., based in the Gulfport/Biloxi area of Mississippi. In this role since 2016, she leads the branch’s wealth management and investment advisory services, specializing in estate planning strategies and comprehensive financial planning for individual and family clients. Her responsibilities include overseeing client portfolios, branch operations, and delivering tailored investment solutions that align with clients’ long-term financial objectives.

Bridget’s investment focus covers a broad array of sectors, with particular expertise in estate planning, wealth management, portfolio construction, and retirement strategies. Her work involves advising clients on diversified assets, including equities, fixed income, and managed solutions designed for preservation and growth of wealth. As a Certified Financial Planner (CFP®), she is dedicated to providing ongoing personalized guidance and leveraging Benjamin F. Edwards’ national resources for complex investment needs.

She holds a Bachelor of Science in Business Administration with an emphasis in Banking and Finance from The University of Southern Mississippi and an Associate of Arts in Accounting and Business/Management from Mississippi Gulf Coast Community College. Bridget’s career spans over 26 years in financial services, and she has been recognized among South Mississippi’s Top 10 Business Leaders Under 40 by regional business publications for her impact in the industry.

Career History

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Senior Vice President – Investments and Branch ManagerFeb 2016 to Present

Education

The University of Southern Mississippi

Bachelor of Science (B.S.), Business Administration/ Banking and Finance

1987 1989

Mississippi Gulf Coast Community College

Associate of Arts (A.A.), Accounting and Business/Management

1985 1987

Skills & Expertise

Retirement
Asset Allocation
Retirement Planning
401k Rollovers
Estate Investment Planning
Financial Advisory
Insurance
Investment Strategies
Tax Efficiency
Wealth Preservation Planning
Project Management
Banking
Customer Service
Financial Analysis
Strategic Planning

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
David Moreno
David Moreno
Associate Vice President - InvestmentsDenver, CO , United States
Showing 1-10 of 47 team members