Bridget Sharp is a Financial Paraplanner with Regal Wealth Advisors. She has nearly 25 years of experience working with high-net-worth individuals and families to provide concierge service. She is committed to maintaining long-lasting and trusting client relationships. Her industry expertise includes administering investment accounts and insurance policies along with retirement planning. She also has experience in managing firms’ software and data management systems to achieve a superior client service experience.
Bridget was born and raised in Baltimore, MD and currently lives in Myrtle Beach, SC with her husband Josh and two children Katelyn and Gavin. Outside of work, Bridget enjoys spending time with family and friends, camping, traveling, boating, and all things involving the beach. She also enjoys taking fitness classes at the gym and discovering her new hometown.
Financial ParaPlanner Qualified Professional FPQP™
Series 6* – Investment Company Products/Variable Contracts Limited Representative Exam
Series 63* – Uniform Securities Agent State Law Exam
Health, Life and Variable Annuities
*held with LPL Financial
Towson University - BS in Health Care Management
Boxer Transfer Network Supporter
St. James Schools Volunteer