Bridget Jones Email and Phone Number

Bridget Jones is the Senior Client Service Representative for Staib Wealth Management. Her responsibilities as the client’s “go-to person” include establishing online account access and providing maintenance on accounts – such as ensuring that clients receive updated paperwork and forms, then making certain they receive any necessary assistance in completing them correctly. She also informs clients about changes to their accounts and assists advisors on client needs. Her strong organizational skills and drive to provide the highest level of client service have a positive impact on Staib Wealth Management.Bridget has been in the financial industry for over 25 years. She has worked for an independent financial planning and registered investment advisory firm for the past ten years. She has helped clients through most aspects of financial planning, trusts, mutual fund trades and other portfolio management tasks. She’s excelled so completely at this she’s been recognized several times as the “Employee of the Month” within the Trust Department.Bridget has excellent skills for reviewing transactions and other complex tasks with an eye for details. This is extremely important considering the complexity of administration and compliance issues that exist today.