Bridgemark Wealth Management logo

Bridgemark Wealth Management Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Bridgemark Wealth Management is a financial services firm serving the Greater Washington Metro area from its base in Rockville, Maryland. The company focuses on helping pre-retirees and retirees manage the financial issues they encounter as they approach and move through retirement, aiming to support clients in making informed decisions through education and tailored financial strategies. With a small professional team, Bridgemark positions itself within the financial advisory field by offering guidance that emphasizes client education and practical implementation of financial plans. The firm operates in a local context, providing services targeted at individuals preparing for or already in retirement, and it notes its ongoing growth within the industry.

Find Bridgemark Wealth Management employees' phone numbers or email addresses

Bridgemark Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Bridgemark Wealth Management's Leadership

  • Stylized image of a person
    R. K.
    Vice President + Director Of Business Development
  • Stylized image of a person
    W. T.
    Partner
  • Stylized image of a person
    B. D.
    Director Of Operations
  • Stylized image of a person
    V. D. B.
    Director Of Business Processing
  • Stylized image of a person
    C. S.
    Client Advisor

Bridgemark Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Bridgemark Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. T.
    Partner
    Oct 17, 2024
  • Stylized image of a person
    R. K.
    Vice President + Director Of Business Development
    Oct 23, 2024
  • Stylized image of a person
    B. D.
    Director Of Operations
    Jun 01, 2026
  • Stylized image of a person
    V. D. B.
    Director Of Business Processing
    Aug 04, 2026
  • Stylized image of a person
    C. S.
    Client Advisor
    Jan 28, 2026

Frequently Asked Questions

What is Bridgemark Wealth Management known for?

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Bridgemark Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Bridgemark Wealth Management's company overview page for more information.

What is Bridgemark Wealth Management's most common email format?

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Bridgemark Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bridgemark Wealth Management email formats with LeadIQ.

How many employees does Bridgemark Wealth Management have currently?

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Bridgemark Wealth Management has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bridgemark Wealth Management's key employees and leadership?

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As of July 2026, Bridgemark Wealth Management's key employees include:

  • Vice President + Director Of Business Development: R. K.
  • Partner: W. T.
  • Director Of Operations: B. D.
  • Director Of Business Processing: V. D. B.
  • Client Advisor: C. S.

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