Latest News
Former Tide Kick Returner Brandon Brooks Joins Bridgeworth Financial as Advisor
BIRMINGHAM, Ala. (June 14, 2010) - Birmingham financial planning firm Bridgeworth Financial, affiliated with Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor, announced today that former Crimson Tide kick returner Brandon Brooks has joined the firm as an advisor.
Bridgeworth Financial Announces Addition of MaryBeth Dunn to Staff
BIRMINGHAM, Ala. (July 14, 2010) - Birmingham ï¬nancial planning ï¬rm
Bridgeworth Financial, associated with Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor, announced today that MaryBeth Dunn has joined the firm as a Registered Planner Assistant.
Bridgeworth Financial Announces Advisor Earns Retirement Planning Designation
BIRMINGHAM, Ala. (May 19, 2010) - Birmingham financial planning firm
Bridgeworth Financial, affiliated with Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor, announced today that advisor Stanley T. Funches has earned the Chartered Retirement Planning CounselorSM designation.
Bridgeworth Financial Answers Questions About Social Security Benefits
BIRMINGHAM, Ala. (April 29, 2010) - Bridgeworth Financial will sponsor an informational session to educate investors on how Social Security benefits fit into their financial plans.
Should You Convert Your Roth IRA? Bridgeworth Financial Explains the New Rules
BIRMINGHAM, Ala. (February 17, 2010) - Bridgeworth Financial will sponsor an informational session to educate investors on opportunities created by a change in the tax law for 2010. New rules allow investors to convert traditional IRA’s to Roth IRA’s before the end of the year.
Bridgeworth Financial Sponsors 2010 Economic Forecasting Event
Bridgeworth Financial Team Members Elected to Financial Planning Board
BIRMINGHAM, Ala. (January 4, 2010) - Two members of Birmingham financial planning firm Bridgeworth Financial have been elected to the Board of Directors of the Financial Planning Association of North Alabama for the 2010 term.
Bridgeworth Financial and Pathways Offer Financial Counseling to Women
BIRMINGHAM, Ala. (December 2, 2009) - CERTIFIED FINANCIAL PLANNERS(TM), Practitioners from Bridgeworth Financial will be counseling the clients of Pathways on Tuesday, December 8 from 11:30 to 12:30 at the Pathways office at 409 North Richard Arrington Jr. Blvd.
Bridgeworth Financial Team Member Earns Retirement Planning Designation
BIRMINGHAM, Ala. (November 2, 2009) - Birmingham financial planning firm Bridgeworth Financial announces client care manager Sarah Sturm has been awarded the designation of Chartered Retirement Planning Counselor (CRPC®) by the College for Financial Planning in Denver, Colorado.
Bridgeworth Team Member Earns Certification
Laura Kitchens has earned the CERTIFIED FINANCIAL PLANNER(R) certification.
Bridgeworth Partner Elected to YWCA Board
Jackie Tucker, CFP, was elected to the YWCA Central Alabama Board of Directors. She also recently served on the Development Committee for the YWCA KIDS Korner Luncheon and is a Purse and Passion table host.
Bridgeworth Financial Team Member Earns Certification
Debbie Bryan has earned the Certified Financial Planner™ certification.
Bridgeworth Financial Team Member Earns Designation
Jennifer Sneed, CFP® has earned the Chartered Financial Consultant® (ChFC®) designation. She completed the curriculum through the American College.
Bridgeworth Financial Team Member Appointed to FPA Board
Crystal Bowles, CFP® has been appointed to the board of directors of the North Alabama Chapter of the Financial Planning Association as director of Public outreach.
Bridgeworth Financial Advisor Receives University of Alabama Award
Stephen D. Iaconis, CFP® has received the 2008 Jack Davis Professional Achievement Award for financial planning from the University of Alabama.
Bridgeworth Financial Team Member Appointed to FPA Board
Margaret Kelley, CFP® has been appointed to the board of directors of the North Alabama Chapter of the Financial Planning Association. She will chair the Career Development Committee.
Bridgeworth Financial Partner Elected to Birmingham Southern College Board
DeLynn M Zell, CFP® was elected in October to the Birmingham Southern College Board of Trustees.
