Bridget Shanley
Associate Advisor
Bridget joined FinanceForward full time in 2025 after completing three summers as an intern with the firm. She earned a Bachelor of Science in Finance with a minor in Information Systems from Loyola University Maryland, where she graduated summa cum laude as a member of the Sellinger Scholars Business Honors Program.
Bridget supports client engagement, financial planning, and marketing initiatives, helping enhance the client experience while guiding thoughtful financial decisions. She is focused on building strong relationships and helping clients gain clarity and confidence in their financial future.
Bridget holds the Series 7* and Series 66 licenses, as well as her Life and Health Insurance license. She is currently working toward her CFP® certification and plans to sit for the exam in November 2027.
Outside of the office, Bridget enjoys staying involved in her community and making a positive impact. She also enjoys spending time with family and friends, traveling, and maintaining an active lifestyle through running, sports, and time on the water.
*Series 7 securities registration held through LPL Financial and Series 66 registration held through both LPL Financial and Private Advisor Group.