Meet Bridger
Bridger is a Wealth Advisor based in New York City. He joined Mercer Advisors after serving at Edward Jones. Prior, he served in varous positions at Charles Schwab between 2016 and 2024, most recently as VP-Financial Consultant. He holds the Chartered Financial Consultant designation and earned a B.A. degree in economics from Rollins College.
Bridger’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Bridger has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
His working style
Bridger is known for his calm, steady approach and his ability to understand clients’ priorities as he guides them through complex financial decisions. He values building trusted, collaborative relationships and works closely with clients to help them move toward their goals with confidence. Clients seeking a thoughtful partner to help navigate life’s many financial moments often find Bridger to be a strong fit.
Bridger in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife and son. I love playing golf and tennis and exploring new restaurants.
What makes you tick?
I grew up in a small ski town in Colorado. Being a part of a tight knit town taught me the importance of community and relationships, and I still carry that with me today.
Favorite thing about where you live?
As a food lover having access to the best restaurants in the world and the variety of different cuisines is what I love most about New York City.
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