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Bridgeworth congratulates Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC® on his inclusion among the Birmingham Business Journal’s (BBJ) 2023 C-Suite Award Honorees. Selected executives were recognized for their roles in making key strategic decisions, managing operations, and contributing to the overall success of their organizations. These individuals, nominated by their peers, are known for their exceptional leadership skills and ability to inspire and motivate teams to achieve their goals.

On June 15, the BBJ hosted an awards event at The Harbert Center to honor the CFOs, COOs, CMOs, CLOs and all C-suite executives who have demonstrated vital leadership and business savvy to guide their companies. Several from Bridgewoth attended in support of Zach.

With 20+ years of financial planning and investment experience, Zach has built a practice advising a wide range of clients but has a wealth of experience advising physicians, corporate executives, and retirees with complex issues. In his role as Chief Investment Strategist and head of Bridgeworth’s Investment Committee and Trading Department, Zach oversees research and investment solutions for the firm’s clients.


Bridgeworth Wealth Management is a Registered Investment Adviser.

No compensation was provided directly or indirectly in connection with obtaining this award.

Bridgeworth is now a part of Savant Wealth Management as of 11/30/2023. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois.