Perspectives

Bridgeworth, LLC Names New Partners: Jeff McCormack, Zach Ivey

Prepared by Bridgeworth, LLC Bridgeworth News

BIRMINGHAM, Ala. (February 15, 2013) – Birmingham financial planning firm Bridgeworth, LLC announced that advisors Jeff McCormack and Zach Ivey have been named partners in the firm.

“Jeff and Zach have proven themselves to be key contributors in moving Bridgeworth forward. The quality of their work for their clients and their knowledge in specialized areas makes them assets for the future. We’re glad they’ve accepted our offer of partnership,” said DeLynn Zell, Bridgeworth, LLC’s managing principal.

McCormack is a CERTIFIED FINANCIAL PLANNER™ practitioner. He earned his Bachelor of Arts, First Curriculum, from the University of Alabama, where he graduated magna cum laude and was inducted as a member of Phi Beta Kappa. He earned his Master of Arts from the University of Washington in Seattle.

Ivey serves as Bridgeworth Financial’s Senior Planning and Investment Strategist. He graduated from Mississippi State University and obtained an MBA from the University of Alabama at Birmingham. He is a Chartered Financial Analyst Charterholder and has earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter® designations.

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