DeLynn Zell, CFP®

Founder, Managing Partner

DeLynn Zell

Phone: 205.208.8748
[email protected]

  • Birmingham Southern College, 1986
    Bachelor of Science in Accounting and Finance
  • CERTIFED FINANCIAL PLANNER™, 1993

“I understand that what I do for clients impacts their lives for many years to come. There is nothing more satisfying than seeing our clients benefiting today from the planning we began years ago.”

For more than 25 years, DeLynn has specialized in comprehensive retirement planning, asset management, and income distribution. She has worked with hundreds of clients as they have prepared for and transitioned into retirement. In addition to working with her clients, DeLynn serves as managing partner, providing guidance and leadership as Bridgeworth continues to grow to meet the evolving needs of clients.

DeLynn is active in both community and professional organizations. She is a member of the Board of Trustees of Birmingham Southern College, St. Vincent’s Board of Directors, Greater Alabama Council Boy Scouts of America, the Oasis Advisory Board, and the Financial Planning Association of North Alabama. She is married to Lee Zell, a partner with the law firm of Balch & Bingham, and they have one son, David Michael.

Affiliations
  • Leadership Birmingham, 2014 - 2015
  • Birmingham Southern College: Board of Trustees, Secretary of the Board 2006 - Present, Member of the Executive Committee
  • St. Vincent's Hospital Board of Directors: Finance Committee 2015 - Present
  • Greater Alabama Council, Boy Scouts of America: Executive Board, Investment Committee, 2013 - Present
  • Financial Planning Association of North Alabama: Member, Past President
  • Oasis Women’s Counseling Center: Advisory Board, Past President, 2004- Present
  • Newcomen Society: 2014- Present
  • The Women’s Fund: Board of Directors, Finance Committee, 2009- 2014
  • The Women’s Network, 2011- Present
Honors & Awards
  • Oasis Women’s Counseling Center 2012 Honoree
  • Birmingham Business Journal’s Top 40 Under 40 for 1993