PerspectivesAnnouncements

Advisor Jeris Gaston, CFP® named to Birmingham Business Journal’s 2017 Top 40 Under 40

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Bridgeworth, LLC is pleased to announce that advisor Jeris Gaston, CFP® has been named one of Birmingham Business Journal’s 2017 Top 40 Under 40. These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham. Jeris was chosen from a record number of nominees and will join a distinguished group of Top 40 …  read more

Industry Leaders Patti B. Black, CFP® and Jonathan E. Millican, CFP® Join Bridgeworth, LLC

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Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC is one of the region’s largest fiduciary wealth …  read more

Bridgeworth 2016 Holiday Giving

Prepared by Bridgeworth, LLC Web

We are pleased to share our 2016 Holiday Giving non-profits making a difference in our communities. Bridgeworth will make a donation to each of these organization in honor of our clients.   While there are numerous deserving organizations in our community, we have chosen three that have special meaning to the Bridgeworth members. These organizations have touched the lives of our families and clients this …  read more

Second Quarter Market Update

Prepared by Zach Ivey zach

The 2nd Quarter has continued the unwelcomed trend of market volatility. The 3rd Quarter of 2015 experienced a selloff in the S&P 500 of -12.4% followed by a quick turnaround. The 1st Quarter this year started off as the worst start to a year ever, dropping -13.3% on the S&P 500 (even worse overseas), but rebounded sharply to turn positive for the year …  read more

Senior Planning Coordinator David Ward, CFP® Named to BBJ 2016 Rising Stars in Money

Prepared by Bridgeworth, LLC 2014.75.5DII.0086

The Birmingham Business Journal released its 2016 Rising Stars of Money highlighting up-and-coming leaders in the financial world. Bridgeworth’s Senior Planning Coordinator David Ward, CFP® was included in the listing.  According to the Birmingham Business Journal, Birmingham’s banking and financial sector is a key cog in the metro area’s economy “providing critical financing to businesses, keeping the residential homebuilding marketing moving and helping individuals, …  read more