Bridget Weatherly
Senior Vice President – Investments and Branch Manager at Benjamin Edwards Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Senior Vice President – Investments and Branch Manager | Feb 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
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
| Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States | |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
| Senior Vice President- Investments | Middletown, RI , United States | |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
| Chief Investment Officer | St. Louis, MO , United States | |
| Vice President - Investments | Belleville, IL , United States | |
| Senior Vice President - Investments, Branch Manager | Harrison, AR , United States | |
| Vice President - Investments | Peoria, IL , United States | |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
| Associate Vice President - Investments | Denver, CO , United States |