We are proud to announce Bridgeworth CEO DeLynn Zell has been honored as one of Forbes Top Women Wealth Advisors.
Research President R.J. Shook proudly announced that “seeing the incredible women on this list shows clients are demanding diversity and want to see advisors that look like them. It’s an honor to highlight the women who are making a difference in their clients’ lives. This ranking isn’t just about the numbers; it showcases role models – advisors that are leaders, offering best practices, and providing the highest-quality experience.”
The extensive nationwide ranking of 1,000 female advisors is based on SHOOK Research, including a proprietary algorithm to weigh additional considerations such as revenue trends, assets under management, and industry experience. DeLynn was one of 11 women selected in Alabama, four of which are located in Birmingham.
“It’s incredibly rewarding to be recognized by an influential outlet like Forbes, especially after a year spent facing unprecedented challenges,” said Bridgeworth CEO DeLynn Zell. “We continue to stay true to our clients, team and community, focusing on what is most important to us at Bridgeworth, and an honor like this is evidence of us prioritizing the right things.”
Managing over $2 billion in assets, Bridgeworth breaks industry standards by featuring double the amount of female professional advisors compared to the industry. Founded in 2008, the firm is comprised of 50 professionals located in Birmingham and Huntsville and boasts one of the largest groups of CERTIFIED FINANCIAL PLANNER™ professionals in the Southeast.