Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
Managing Director
MBA, ChFC®, AIF®
Senior Vice President, Wealth Management & Private Wealth Advisor
Senior Vice President, Operations and Service
Director of Product Strategy
CFA, FRM
First Vice President, Investment Products and Research
Chief Compliance Officer
PMP, PMI-ACP, AIF
Vice President, Transition and Acquisition Operations
Senior Director, Marketing and Communications
CIMA
Associate Director, Investment Products and Research
CFA, CAIA
Associate Director, Investment Products and Research
Contact us today to learn more about paving your path with BridgePort.
BridgePort Financial Solutions
2700 North Central Avenue, Suite 1500
Phoenix, Arizona 85004
877-411-2737
info@bridgeport.financial
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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