Perspectives

Bridgeworth Welcomes Sam Fitch, CFP®

Prepared by Bridgeworth, LLC

Bridgeworth, LLC is pleased to welcome J. Samuel Fitch as a financial advisor. Fitch brings more than 25 years of experience providing comprehensive wealth management services to individuals and families. Prior to joining Bridgeworth, Fitch served as a vice-president for a fee-only firm and was a leader in the High Net Worth Client practice group.

Fitch began his financial career as an intern for First Financial Group where he earned his CERTIFED FINANCIAL PLANNER™ designation and joined the planning department. DeLynn Zell, CFP® and Jackie Tucker, CFP® asked Fitch to join their team, where he honed his financial planning skills until 2000, when he joined National Bank of Commerce as vice president of Personal Financial Planning. Zell, Tucker, and other First Financial Group advisors went on to found Bridgeworth, LLC, while Fitch was recruited by Warren Averett to develop a personal financial planning department.

Joining Bridgeworth brings Fitch full circle working with advisors he first met when beginning his career. Fitch commented, “Comprehensive financial planning has always been my focus and I welcome the opportunity to join one of the largest independent wealth management firms in the region.”

DeLynn Zell, managing partner, stated, “We are thrilled to work with Sam again. His singular focus on financial planning is the perfect compliment to Bridgeworth’s holistic approach to financial planning and wealth management.”

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