Bridgeworth is pleased to announce that Marly Green, CFP®, Scooter Thomas, ChSNC®, CFP® and Tara Henderson Ingram, MS, CFP® have been promoted to Associate Advisor. As Associate Advisors, they will continue to collaborate with lead advisors in serving clients, directing client meetings, and delivering financial plans and recommendations to clients.
DeLynn Zell, Bridgeworth CEO, said, “Marly, Scooter and Tara have become integral team members. I am proud to have watched them grow over the past few years and take these pivotal next steps in the advancement of their careers.”
Marly Green, CFP®, joined Bridgeworth in 2020 after spending a year overseas serving with Campus Crusade. She is a graduate of the University of Alabama, where she majored in Finance and Marketing. Marly is a Birmingham native, and she and her husband currently reside in Mountain Brook.
Scooter Thomas, ChSNC®, CFP® began his career as an Officer in the United States Marine Corps. He maintains his affiliation with the Marine Corps Reserve and was recently promoted to Major in the Current Operations section of Marine Corps Pacific Command. Scooter launched his career in financial advising in 2017 and joined the Bridgeworth team in 2020. Scooter and his wife reside in Mountain Brook with their daughter.
Tara Henderson Ingram, MS, CFP® is a graduate of the University of Alabama, where she obtained a Masters of Science in Financial Planning. She joined Bridgeworth in 2020 following her internship with the firm. Tara is active in the Financial Planning Association of North Alabama and currently serves as their Director of Career Development. Tara and her husband reside in Crestline Park.
Join us in congratulating Marly, Scooter and Tara! We are grateful for their commitment to Bridgeworth and look forward to seeing the added value they will bring our clients and firm.