Broker Check
Bridget Sullivan, CMFC®

Bridget Sullivan, CMFC®

Financial Advisor

About Bridget

I strive to provide investment and financial planning services based on your individual financial goals and objectives. I focus on Retirement Planning, Planning for College Expenses and other financial concerns.

I hold the Series 7, 63, and 65 and Life and Health Insurance licenses.

Experience

Financial Advisor
Waddell & Reed
December 1998 – Present Mokena, IL

My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years. I seek to understand your financial concerns and help you pursue your financial goals.

Certifications
CMFC®

Education
Saint Xavier University
Bachelor of Arts, Finance, 1994

Mount Assisi Academy
High School Diploma, 1977

Organizations

Palos Area Chamber of Commerce
Altar and Rosary Society Women's Club
Moraine Valley Community College

Visit my web site!

 

Waddell & Reed is not affiliated with any other entities referenced herein. 03/18