Bridget Camalick, CFP^®

Designations and licenses

Bridget is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Bridget focuses on new business development. She works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Bridget was a business development consultant at The Mather Group, where she developed client relationships by creating financial plans and presenting comprehensive wealth management solutions. Before that, she served as a client associate at The Mather Group, reaching out to prospective clients and explaining the firm’s wealth management approach and supporting the business development team.

Bridget earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University Bloomington.

Personal interests

Away from the office, Bridget enjoys spending time with family and friends, traveling to different countries with her husband, trying new restaurants and cooking.

Bridget’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.