Congratulations, Brian Hinson, Wayne Harris, DeLynn Zell, and Jenny Sneed, for being ranked among the top wealth advisors in Alabama for 2023!
The steady hand of a seasoned wealth advisor is needed now more than ever, as financial professionals everywhere double down to preserve and reallocate client assets. The 7,321 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets.
The Forbes Best-In-State Wealth Advisors ranks experienced advisors based on a complex algorithm of qualitative and quantitative data, including due diligence interviews, revenue trends, assets under management, service models, compliance records, and best practices in their approach to working with clients.
Brian Hinson, CFP®, CPA, ChFC®, PFS, was ranked within the top 10 advisors on Forbes’ Alabama list. Brian has been guiding his clients through financial planning and wealth management for over two decades and primarily works with those facing life transitions or liquidity events. As Managing Partner of Bridgeworth’s Huntsville location, Brian’s leadership and experience impact his clients and the career growth of the advisors he mentors.
Wayne Harris, CFP®, a founding member of Bridgeworth, was ranked among the top 35 advisors in Alabama. Wayne has been helping his clients and their families through life’s transitions for over three decades. Wayne serves as chair of the firm’s Finance Committee and serves on the firm’s Investment and Steering Committees. As one of Bridgeworth’s partners, he is also responsible for supporting the firm in leaving behind a legacy for our team members and clients.
DeLynn Zell, CFP®, is co-founder and CEO of Bridgeworth. In addition to this Best-In-State ranking, DeLynn is included on Forbes’ Top Women Wealth Advisors1 list. Beyond her leadership role in the Firm, DeLynn collaborates with industry peer groups across the country and was recently asked to serve on Schwab’s 20-person national advisory council. She is most proud of her part in mentoring and developing female advisors in a male-dominated field. Her influence has contributed to Bridgeworth having 35% women advisors, over the industry standard of 23%2, and six women out of nine management team members.
Jenny Sneed, CFP®, ChFC®, Bridgeworth Partner, has been serving her clients for over two decades, helping them find financial direction so they can understand their current financial situation with a greater degree of clarity. Forbes recently included her on their America’s Top Women Wealth Advisors1 listing for 2023. Jenny is just as involved outside the office, currently serving in two meaningful leadership positions for prominent nonprofit organizations that notoriously support women. Her guidance and experience have an enormous impact on her clients and community.
When it comes to methodology, we like Forbes’ insight:
Here’s what our research has found: the very best advisors are laser-focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives.
The Forbes Best-In-State Wealth Advisors ranking is developed by SHOOK Research and compiled through qualitative and quantitative criteria, including in-person interviews, industry experience, the advisor’s compliance records, revenue produced, and assets under management. All advisors that are considered have a minimum of seven years of experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Bridgeworth Wealth Management is a Registered Investment Adviser.
1 Forbes Top Women Wealth Advisors Best-In-State 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