Continue
Bridget is an integral part of the Sunstone Wealth Management team, where she is dedicated to providing exceptional client service and ensuring operational efficiency. She oversees the administration of client accounts, banking services, and operational support, working diligently to keep clients informed with timely updates and important account information. Bridget also manages scheduling and client communications, ensuring the smooth running of day-to-day operations.
Bridget earned a Bachelor of Arts degree in history from Princeton University and began her career at Charles Schwab & Co., where she gained valuable experience in the financial industry. She holds the Series 7 and 63 securities licenses and is currently pursuing her CERTIFIED FINANCIAL PLANNER® certification to further expand her expertise.
Outside of work, Bridget enjoys spending time with her family, fly fishing, and hiking.
Physical Address:
36600 North Pima Road, Suite 104
Carefree, AZ 85377
USPS Mailing Address:
P.O. Box 797
Carefree, AZ 85377
Kendrick Wealth Management, Gilberg Private Wealth, Sunstone Wealth Management and Larsen Wealth Management are separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy Policy | Terms of Use
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
