fbpixel
Skip to content

Talented, Credentialed & Experienced

Because we recognize that one person cannot be an expert in all areas, our clients are served by a team focused on excellence, longevity, and our client’s best interest – always.

Bridgeworth has a talented, credentialed and experienced team focused on excellence and the client’s best interests.

Expertise

Bridgeworth is one of the largest groups of CERTIFIED FINANCIAL PLANNERS™ in the region, where 100% of our advisors hold their CFP® designation. This knowledge and our industry-leading career tracks and training programs create a collaborative team environment best suited to serve our clients over multiple generations.

%

CFP® Advisors

%

Employee Retention

%

Client Retention

%

Team Members Under 45

Brian Hinson, CFP, CPA, ChFC, PFS, Managing Partner, Huntsville
Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890

Send Email

Read More

David LeCompte, CFP, CRPC, CFS, RICP, Financial Advisor
David LeCompte, CFP®, CRPC®, CFS®, RICP®

Financial Advisor

205.208.8734

Send Email

Read More

David Ward, CFP, Financial Advisor
David Ward, CFP®

Financial Advisor

205.208.8752

Send Email

Read More

Jeff McCormack, CFP, Partner
Jeff McCormack, CFP®

Partner

205.208.8737

Send Email

Read More

Jenny Sneed, CFP, ChFC, Partner
Jenny Sneed, CFP®, ChFC®

Partner

205.208.8742

Send Email

Read More

Jeris B. Gaston, CFP, CRPC, Partner
Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719

Send Email

Read More

Jonathan Millican, CFP, Financial Advisor, Director of Planning
Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709

Send Email

Read More

Laura K. Rhoades, CFP, Financial Advisor
Laura K. Rhoades, CFP®

Financial Advisor

205.208.8733

Send Email

Read More

Marc Curles, CFP, CRPC, Financial Advisor
Marc Curles, CFP®, CRPC®

Financial Advisor

205.208.8711

Send Email

Read More

Patti B. Black, CFP, Partner
Patti B. Black, CFP®, CSA®

Partner

205.208.8720

Send Email

Read More

Sam Fitch, CFP, Partner
Sam Fitch, CFP®

Partner

205.208.8756

Send Email

Read More

Stephen Gunter, MS, CFP, Financial Advisor
Stephen Gunter, MS, CFP®

Financial Advisor

256-970-6860

Send Email

Read More

Stewart Whitt, MS, CFP, CRPC, Financial Advisor
Stewart Whitt, MS, CFP®, CRPC®

Financial Advisor

256-970-6892

Send Email

Read More

Taylor Brown, CFP, Financial Advisor
Taylor Brown, CFP®

Financial Advisor

205.208.8747

Send Email

Read More

Wayne Harris, CFP, Founder, Partner
Wayne Harris, CFP®

Founder, Partner

205.208.8727

Send Email

Read More

William Hocutt, CFP, CPA, Partner
William Hocutt, CFP®, CPA

Partner

205.208.8755

Send Email

Read More

Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist
Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730

Send Email

Read More

Adam Munger, CFP, Planning Coordinator
Adam Munger, CFP®

Associate Advisor

(256) 970-6888

Send Email

Read More

Andrew D’Amico, CFP, Huntsville Managing Director, Planning Coordinator
Andrew D’Amico, CFP®

Huntsville Managing Director, Associate Advisor

256.970.6899

Send Email

Read More

Chip Kalousek, Director of Portfolio Management
Chip Kalousek, CFA

Director of Portfolio Management

205.208.8669

Send Email

Read More

Marly Green, Planning Coordinator
Marly Green, CFP®

Associate Advisor

205.208.8663

Send Email

Read More

Parker Henley, Planning Coordinator
Parker Henley

Planning Coordinator

205.208.8664

Send Email

Read More

Scooter Thomas, ChSNC, Planning Coordinator
Scooter Thomas, ChSNC®, CFP®, ChFC®

Associate Advisor

205.208.8662

Send Email

Read More

Tanner Fields, Planning Coordinator
Tanner Fields

Planning Coordinator

205.208.8678

Send Email

Read More

Tara Henderson Ingram, Planning Coordinator
Tara Henderson Ingram, MS, CFP®

Associate Advisor

205.208.8710

Send Email

Read More

Wade A. Warren, CFP, Senior Planner
Wade A. Warren, CFP®

Senior Planner

205.208.8717

Send Email

Read More

Will Wetzler, Planning Coordinator
Will Wetzler, CFP®

Planning Coordinator

205.208.8753

Send Email

Read More

Brian Hinson, CFP, CPA, ChFC, PFS, Managing Partner, Huntsville
Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890

Send Email

Read More

Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist
Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730

Send Email

Read More

Jonathan Millican, CFP, Financial Advisor, Director of Planning
Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709

Send Email

Read More

Sara Smith, CPA, Chief Financial Officer
Sara Smith, CPA

Chief Financial Officer

205.208.8700

Send Email

Read More

Monica Stoudemire, J.D., CSCP, Chief Compliance Officer
Monica Stoudemire, J.D., CSCP

Chief Compliance Officer

205.208.8700

Send Email

Read More

Amy Jemison, Chief Marketing Officer
Amy Jemison

Chief Marketing Officer

205.208.8680

Send Email

Read More

Embree Deason, Director of Operations
Embree Deason, FPQP

Director of Operations

205.208.8722

Send Email

Read More

Andrew D’Amico, CFP, Huntsville Managing Director, Planning Coordinator
Andrew D’Amico, CFP®

Huntsville Managing Director, Associate Advisor

256.970.6899

Send Email

Read More

Jeris B. Gaston, CFP, CRPC, Partner
Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719

Send Email

Read More

Adam Munger, CFP, Planning Coordinator
Adam Munger, CFP®
Associate Advisor
Huntsville, AL
Amy Jemison, Chief Marketing Officer
Amy Jemison
Chief Marketing Officer
Birmingham, AL
Andrew D’Amico, CFP, Huntsville Managing Director, Planning Coordinator
Andrew D’Amico, CFP®
Huntsville Managing Director, Associate Advisor
Huntsville, AL
Ashley Stoudemire
Client Service Coordinator
Birmingham, AL
Bob Johnson
Relationship Manager
Huntsville, AL
Brandi McCormack
Client Service Coordinator
Birmingham, AL
Brian Hinson, CFP, CPA, ChFC, PFS, Managing Partner, Huntsville
Brian Hinson, CFP®, CPA, ChFC®, PFS
Managing Partner, Huntsville
Huntsville, AL
Brooklyn Hall
Data and Systems Analyst
Birmingham, AL
Carrie Teardo
Client Service Coordinator
Birmingham, AL
Charles J. (Pete) McCarn, CFP Emeritus®
Business Development
Birmingham, AL
Chip Kalousek, Director of Portfolio Management
Chip Kalousek, CFA
Director of Portfolio Management
Birmingham, AL
Dana O. McCarn
Receptionist
Birmingham, AL
Danette Almodovar
Office Facillitator
Huntsville, AL
David LeCompte, CFP, CRPC, CFS, RICP, Financial Advisor
David LeCompte, CFP®, CRPC®, CFS®, RICP®
Financial Advisor
Birmingham, AL
David Ward, CFP, Financial Advisor
David Ward, CFP®
Financial Advisor
Birmingham, AL
Deborah Powell
Senior Operations Specialist
Huntsville, AL
DeLynn Zell is co-founder and CEO of Bridgeworth and one of Forbes’ 2021 Top Women Wealth Advisors in America.
DeLynn Zell, CFP®
Founder, CEO
Birmingham, AL
Embree Deason, Director of Operations
Embree Deason, FPQP
Director of Operations
Birmingham, AL
Erin Letts, FPQP, Senior Marketing Coordinator
Erin Letts, FPQP
Senior Marketing Coordinator
Birmingham, AL
Grace Savino
Compliance Assistant ​
Birmingham, AL
Hayden Barnes
Client Service Coordinator
Birmingham, AL
Heather Hardin
Accountant
Birmingham, AL
Holly Tuten
Client Service Coordinator
Huntsville, AL
Jeff McCormack, CFP, Partner
Jeff McCormack, CFP®
Partner
Birmingham, AL
Jenny Sneed, CFP, ChFC, Partner
Jenny Sneed, CFP®, ChFC®
Partner
Birmingham, AL
Jeris B. Gaston, CFP, CRPC, Partner
Jeris B. Gaston, CFP®, CRPC®
Partner
Birmingham, AL
Jonathan Millican, CFP, Financial Advisor, Director of Planning
Jonathan Millican, CFP®
Financial Advisor, Director of Planning
Birmingham, AL
Katie McIntyre, Client Service Coordinator
Katie McIntyre
Client Service Coordinator
Birmingham, AL
Katlyn Mason
Operations Specialist
Huntsville, AL
Kourtney Williams​
Operations Specialist ​
Birmingham, AL
Laura K. Rhoades, CFP, Financial Advisor
Laura K. Rhoades, CFP®
Financial Advisor
Birmingham, AL
Leslie Isbell, FPQP
Client Service Coordinator
Birmingham, AL
Lynne Monk
Office Facilitator, Birmingham
Birmingham, AL
Marc Curles, CFP, CRPC, Financial Advisor
Marc Curles, CFP®, CRPC®
Financial Advisor
Birmingham, AL
Marly Green, Planning Coordinator
Marly Green, CFP®
Associate Advisor
Birmingham, AL
Mary Brandon Harrell, FPQP
Client Service Coordinator
Birmingham, AL
Mimi Small
Trader
Birmingham, AL
Missy Keller
Client Service Coordinator
Birmingham, AL
Monica Stoudemire, J.D., CSCP, Chief Compliance Officer
Monica Stoudemire, J.D., CSCP
Chief Compliance Officer
Birmingham, AL
Monica Willis
Operations Specialist
Birmingham, AL
Parker Henley, Planning Coordinator
Parker Henley
Planning Coordinator
Birmingham, AL
Patti B. Black, CFP, Partner
Patti B. Black, CFP®, CSA®
Partner
Birmingham, AL
Roger Pridmore
Senior Operations Specialist
Birmingham, AL
Sam Fitch, CFP, Partner
Sam Fitch, CFP®
Partner
Birmingham, AL
Sara Smith, CPA, Chief Financial Officer
Sara Smith, CPA
Chief Financial Officer
Birmingham, AL
Scooter Thomas, ChSNC, Planning Coordinator
Scooter Thomas, ChSNC®, CFP®, ChFC®
Associate Advisor
Birmingham, AL
Stephanie Faught
Executive Assistant
Huntsville, AL
Stephen Gunter, MS, CFP, Financial Advisor
Stephen Gunter, MS, CFP®
Financial Advisor
Huntsville, AL
Stewart Whitt, MS, CFP, CRPC, Financial Advisor
Stewart Whitt, MS, CFP®, CRPC®
Financial Advisor
Huntsville, AL
Tanner Fields, Planning Coordinator
Tanner Fields
Planning Coordinator
Birmingham, AL
Tara Henderson Ingram, Planning Coordinator
Tara Henderson Ingram, MS, CFP®
Associate Advisor
Birmingham, AL
Taylor Brown, CFP, Financial Advisor
Taylor Brown, CFP®
Financial Advisor
Birmingham, AL
Terrie Marinelli
Receptionist
Birmingham, AL
Wade A. Warren, CFP, Senior Planner
Wade A. Warren, CFP®
Senior Planner
Birmingham, AL
Wayne Harris, CFP, Founder, Partner
Wayne Harris, CFP®
Founder, Partner
Birmingham, AL
Will Wetzler, Planning Coordinator
Will Wetzler, CFP®
Planning Coordinator
Birmingham, AL
William Hocutt, CFP, CPA, Partner
William Hocutt, CFP®, CPA
Partner
Birmingham, AL
Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist
Zach Ivey, CFA, CFP®, ChFC®
Partner, Chief Investment Strategist
Birmingham, AL

CASL® – Chartered Advisor for Senior Living

This designation shows a commitment to helping aging clients achieve financial security now and into the future. The CASL® helps these advisors lead clients from middle age through retirement and assist them with managing, preserving, and transferring wealth.

CFA – Chartered Financial Analyst

This designation is given to those who have completed the CFA® Program and completed the three-part exam. The CFA designation includes an understanding of investment tools, valuing assets, portfolio management, and wealth planning.

CFP® – Certified Financial Planner™

This designation is given to those who have completed the experience and ethics requirements and demonstrated attained knowledge and competency to provide comprehensive personal financial planning advice. All CFP professionals have to adhere to high ethical and professionals’ standards, acting as fiduciaries when providing financial advice to clients and always putting their interests first.

CFS® – Certified Fund Specialist

This designation is given to financial industry professionals certified in providing mutual funds assistance. To become a certified fund specialist, a certificate must be acquired from the Institute of Business & Finance (IBF).

ChFC® – Certified Financial Consultant®

This designation covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. ChFC students must pass eight financial planning courses, with a final comprehensive exam on those foundational courses.

ChSNC® – Chartered Special Needs Consultant®

This designation includes specialized training and experience requirements to help manage the unique legal and financial planning needs of individuals with disabilities. ChSNCs take pride in ensuring they can adequately address special needs families’ concerns, hopes, and goals.

CPA – Certified Public Accountant

This designation is given to those that meet education and experience requirements and pass a comprehensive exam. Certified public accountants (CPAs) evaluate financial records for their clients to ensure that they comply with federal, state, and local laws. They also create budget reports and audit financial statements.

CRPC® – Chartered Retirement Planning Consultant

This designation is focused on retirement planning, asset management and estate planning. Financial advisor’s with CRPC gain in-depth knowledge of individuals’ needs both before and after retirement. After a candidate masters the course materials, they must pass a proctored exam. Following a passing grade, they can officially apply for authorization to use the designation.

CSA® – Certified Senior Advisor

This designation is the leading certification for multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging and are serving older adults. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors.

FPQP® – Financial Paraplanner Designation

This designation is given to those individuals who have demonstrated comprehensive knowledge of financial planning and are dedicated to providing quality service to firm clients and advisor support.

PFS – Personal Financial Specialist

This designation is a specialty credential for CPA’s who are experts at helping individuals with all aspects of wealth management. They help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement, through investments like stocks and bonds. CPAs must have 5 years of full-time business experience (or 7,500 hours equivalent) in personal financial planning to qualify.

RICP® – Retirement Income Certified Professional

This designation is given to a financial expert who helps retirees, or people approaching retirement, develop a plan for ensuring successful retirement income planning.

Careers

Bridgeworth’s collaborative culture provides a clear growth track for team members and an industry-leading succession planning model creating a legacy that lives beyond its founders.

See Available Positions