Perspectives

Zach Ivey, Advisor and Chief Investment Strategist, named BBJ 2015 Top 40 Under 40

Prepared by Bridgeworth, LLC Bridgeworth Advisor Zach Ivey

Bridgeworth, LLC is pleased to announce that partner Zach Ivey has been named one of the Birmingham Business Journal’s 2015 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.  Zach is the fourth Bridgworth Advisor to be named a Top 40 Under 40 joining DeLynn Zell, Wayne Harris, and Jeff McCormack. Meet all the 2015 Top 40 Under 40 by clicking here: BBJ.

Managing Partner DeLynn Zell stated, “We are fortunate to have Zach in our firm. Zach is a leader and has played an integral part in the growth of Bridgeworth.”

Ivey serves as the firm’s Chief Investment Strategist and oversees the firm’s investment committee conducting research and managing more than one billion in assets. He is the immediate past president of the Chartered Financial Analyst Society (CFA) and served on the board of the Financial Planning Association of Alabama for four years. He is the author of Truly Rich: Practical Wisdom and a Proper Perspective for an Enriched Life (2006), and is frequently quoted and featured in local and national business publications and television programs including The New York Post, Wealth and Retirement Planner, The Journal of Financial Planning, and the Birmingham Business Journal.

Ivey graduated Summa Cum Laude from Mississippi State in 1999 and received his MBA from UAB in 2001. He has earned numerous professional designations including: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Chartered Financial Consultant, and Chartered Life Underwriter.

Congratulations Zach!

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