Three Bridges Planning
Three Bridges Planning was founded out of a drive to put client interests above all else. Every decision, recommendation, and relationship is fueled by this pursuit. Investments, insurance, and every wealth strategy is crafted to be in your best interest, not that of our firm or an individual’s compensation. Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Three Bridges Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Three Bridges Planning and Kestra IS are not affiliated. finra.org sipc.org This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact the Kestra Compliance Department at 844-553-7872.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
3
tools in use
Monthly traffic
46
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BM
Brendan McCarthy
Director of Wealth Management · Finance & Accounting
EmailPhone - BL
Brian Laughlin
Director of Financial Planning · Finance & Accounting
EmailPhone - SV
Samantha Verzi
Senior Registered Client Service Associate · Customer/Client Service
EmailPhone - AY
Andres Yepes
Director of Risk Management and Insurance · Finance & Accounting
EmailPhone - ZB
Zachary Butler
Director of Investment Management · Finance & Accounting
EmailPhone - SV
Samantha Verzi
Senior Registered Client Service Associate · Customer/Client Service
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Three Bridges Planning
5 distinct titles indexed · top 5 shown.
- 2senior registered client service associate
- 1director of financial planning
- 1director of investment management
- 1director of risk management and insurance
- 1director of wealth management
Sign up to unlock all 6 contacts at Three Bridges Planning
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