Bridget Elizabeth Monahan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2022 → 05/2026
  Auburn University
  Auburn, AL
• 06/2025 → 08/2025
  Wianno Yacht Club
  Osterville, MA
• 06/2024 → 08/2024
  The Carolina Yacht Club
  Wrightsville Beach, NC
• 05/2025 → 06/2025
  Applied Business Solutions I
  Jacksonville, FL
• 06/2023 → 08/2023
  The Florida Yacht Club
  Jacksonville, FL
• 06/2022 → 08/2022
  The Florida Yacht Club
  Jacksonville, FL
• 08/2018 → 06/2022
  Bishop Kenny High School
  Jacksonville, FL
• 06/2021 → 08/2021
  Fishing Bay Yacht Club
  Deltaville, VA
• 06/2019 → 08/2025
  The Florida Yacht Club
  Jacksonville, FL
• 06/2020 → 08/2020
  The Florida Yacht Club
  Jacksonville, FL
• 07/2018 → 08/2018
  Unemployed
  Jacksonville, FL
• 08/2012 → 06/2018
  Assumption Catholic School
  Jacksonville, FL
• 07/2026 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-28

Other Names

• Bridget E Monahan