Bridgeworth congratulates Marly Green, CFP® and Tara Henderson Ingram, MS, CFP® on their recognition among Birmingham’s next generation of leaders in the finance industry.
The Birmingham Business Journal has announced honorees for their 2023 NextGen BHM: Money. This award honors rising stars, 30 and under, in the banking, finance and wealth management industries. These young professionals are making waves in their organizations and business community.
As an Associate Advisor at Bridgeworth, Marly Green, CFP®, has a passion for building relationships with clients to help them achieve their financial goals. She collaborates with senior advisors in reviewing portfolios and acts as a liaison between the financial advisors and the Bridgeworth planning department. Marly is a graduate of the University of Alabama and joined Bridgeworth in 2020. Read more from Marly’s Q&A session with the BBJ here.
Tara Ingram, MS, CFP®, also an Associate Advisor, believes the relationship between a client and an advisor is built upon the foundation of vulnerability, integrity, and trust. She helps clients plan for life’s transitions ranging from starting a new career to retirement. Tara joined Bridgeworth in 2020 following her summer internship here. She earned her Master’s in Financial Planning as well as her undergraduate degree from the University of Alabama. Read more from Tara’s Q&A session with the BBJ here.
Bridgeworth Wealth Management is a Registered Investment Adviser.
No compensation was provided directly or indirectly in connection with obtaining this award.