755 Baywood Drive, 2nd Fl, Petaluma, CA, 94954
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bridget is an investment advisor representative (IAR) for American Academy Wealth and Clock Tower Wealth Management, spending about 10-20% of her time onboarding clients and managing investments. She also works full-time as an attorney/owner at Mackay Dressler Law Firm, focusing on estate planning and elder law.