fbpixel
Skip to content

Bridgeworth’s co-founder and former CEO, DeLynn Zell, CFP®, has been appointed to the Board of Directors of Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA) that Bridgeworth joined on November 30, 2023. Her appointment was effective January 1, 2024. DeLynn, with 30 years in the industry, serves as a managing director at Savant, overseeing the Alabama market and contributing to firm growth strategies.

DeLynn is a respected voice in the Registered Investment Advisor (RIA) industry, having served on the Forbes Financial Council, a collective of invitation-only communities of exceptional business owners and leaders. She was also recently invited to join Schwab’s 20-member National Advisory Council.

Consistently recognized by Forbes among America’s Top Women Wealth Advisors1, DeLynn is passionate about recruiting, mentoring, and developing women advisors in a male-dominated field. Her influence contributed to Bridgeworth having 32% women advisors, over the industry standard of 23%2, 62% women team members, and six women out of 10 management team members.

Under her leadership, Bridgeworth ranked among Forbes’ top RIA firms3, and as one of the largest independent, privately owned RIAs in Alabama. The firm had 57 employees and assets under management (AUM) of approximately $2.2 billion when it joined Savant.

When asked in the past about how to recruit and retain top female advisors, DeLynn has said, “Put women in leadership positions where they can be mentors and role models, and other women are going to gravitate toward them.” Today, she adds, “I look forward to this opportunity on Savant’s board, to not only contribute toward the company’s success but to serve as an encouragement to other women across our industry.”

We are pleased to welcome DeLynn to the Board. DeLynn’s firm led the 2023 InvestmentNews #1 ‘Best Place to Work’ for large RIA firms in the country4, and I expect she will bring significant insight to Savant and our board regarding employee engagement, expanding female leadership within Savant and our industry, and fostering a magnetic and attractive firm culture that attracts the best team and new partners.

Brent Brodeski, CPA, CFP®, CFA®, MBA, chief executive officer of Savant

Bridgeworth Wealth Management was acquired by Savant Wealth Management on 11/30/2023. Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.

1 Forbes Top Women Wealth Advisors Best-In-State 2021-2023 was compiled through qualitative and quantitative criteria, interviews, compliance records, revenue, and AUM. No compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.

2 Barron’s, June 19, 2022, Top 100 Women Financial Advisors for 2022.

3 Forbes 2023 Top RIA Firms was compiled by SHOOK Research and is completely independent and objective. Neither Forbes nor SHOOK received a fee in exchange for ratings.

4 InvestmentNews Best Places to Work 2021-2023. Employees participated in optional and anonymous online surveys. Research was compiled by the Best Companies Group on behalf of InvestmentNews. Honorees were ranked solely on their survey results. There was no cost or fees associated.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.