Perspectives

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.

Our Website’s New Look

Prepared by DeLynn Zell Our New Website Layout

Everyone enjoys a new look now and then and our website is no different. Since our last website revision, our firm has experienced tremendous growth, and we have seen significant changes in technology. The way our clients use and access information has evolved and we know that we will continue to change as well. To keep pace with this growth and advancement, we are proud …  read more

Summer at Bridgeworth

Prepared by Jeff McCormack Bridgeworth Interns

Summertime….
For most of us this is a time to relax, change the pace, get away, and just enjoy. At Bridgeworth, ‘tis the season of interns. We have five–a couple are in the financial planning program in Tuscaloosa, and few are in finance at UAB. If the talent, drive, and maturity exhibited by these young adults adequately represent their generation, we can all expect many good …  read more

Stanley T. Funches, CFP®, ChFC®, CRPC®, MBA and Stephen Iaconis, CFP®, CRPC® Named Partner

Prepared by Bridgeworth, LLC Bridgeworth News

Bridgeworth Financial is pleased to announce that advisors Stanley T. Funches, CFP®, ChFC®, CRPC®, MBA and Stephen Iaconis,CFP®, CRPC® have been named partners in the firm.
“Stanley and Stephen have proven themselves to be contributors in moving Bridgeworth forward. Their knowledge in specialized areas and the high quality of their work for clients make them assets for the future. We are pleased they have accepted our …  read more

Jeff McCormack, CFP®, Elected 2014 President of the Financial Planning Association of North Alabama

Prepared by Bridgeworth, LLC Bridgeworth - Jeff McCormack

Advisor Jeff McCormack, CFP®, has been elected president of the Financial Planning Association of North Alabama. Jeff previously served as president-elect and chair of the partnerships committee.
The Financial Planning Association of North Alabama is a non-profit organization composed of individuals in or affiliated with the financial planning industry. The mission of the Financial Planning Association is to advance and promote the financial planning profession through …  read more

Jeris B. Gaston Earns CERTIFIED FINANCIAL PLANNER® Designation

Prepared by Bridgeworth, LLC Jeris B. Gaston

Advisor Jeris B. Gaston, CRPC®, has earned the CERTIFIED FINANCIAL PLANNER™ designation. Jeris joined Bridgeworth Financial in 2012. She previously earned the designation of Chartered Retirement Planning Counselor™.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering: the financial planning process, risk …  read more