- University of Alabama, 2019
Bachelor of Science in Commerce and Business Administration, Finance and Marketing
“My passion lies in building relationships with clients to help them achieve their financial goals.”
A graduate from the University of Alabama, Marly majored in Finance and Marketing. She joined us in 2020 after spending a year overseas serving with Campus Crusade. Through this philanthropic experience, she found joy in helping others and passion for building trusted relationships.
As a planning coordinator, Marly is involved with client meeting preparation, data gathering during meetings, and following up on action items. She assists advisors in reviewing portfolios and acts as a liaison between the financial advisors and the Bridgeworth planning department.
As a Birmingham native, Marly enjoys experiencing new restaurants in the area. She also likes to stay active, travel, and spend time with family and friends. She is a member of Briarwood Presbyterian Church.