Perspectives

Bridgeworth, LLC names Zach Ivey Senior Planning and Investment Strategist

Prepared by Bridgeworth, LLC Bridgeworth Advisor Zach Ivey

BIRMINGHAM, Ala. (September 10, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Zach Ivey, CFA, CFP®, ChFC®, CLU®, as Senior Planning and Investment Strategist. In this role, Zach will chair Bridgeworth’s investment committee which stays abreast of the changing investment environment and provides relevant research to the firm. In addition Zach will provide the latest in planning trends and techniques to Bridgeworth advisors and clients.

“Zach has rich planning experience, having served for many years and an ‘advisor to advisors’ with a national firm,” said Bridgeworth, LLC’s Managing Principal DeLynn Zell.

Ivey, a  Starkville, Mississippi native, 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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