Bridget Maillard

Bridget Maillard

Client Services & Paraplanner

Bridget grew up in Toms River and graduated from Toms River High School North in 1991, where she met her then high school sweetheart, and now husband John. While in high school she played flute and piccolo in the band and was named Drum Major her senior year.

She attended Ocean County College and earned an associate degree while helping run the family business and working in the financial industry. Bridget was an assistant to several stockbrokers at Dean Witter and then later joined MON-OC Federal Credit Union as a loan officer. She then entered the dental field for many years working as a treatment and financial coordinator for an orthodontist.

Bridget has three boys, John Luke and twins Michael and Ryan. While the boys were young, Bridget owned and operated a cleaning business so she could have a flexible schedule for her and her husband to raise the boys and volunteer for all their many activities.

In June 2020, Bridget joined EPA Financial Service and is now in the process of becoming registered. In December 2020, she passed her SIE exam and in June 2021 she passed her FINRA Series 7. Bridget also passed her Series 66. Bridget is also a notary public.