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Tanner Fields

Planning Coordinator

"I enjoy the creative vision that financial planning entails in order to develop an intricate roadmap for a client from start to finish."

205.208.8678 Send Email Download Bio

Tanner joins Bridgeworth after completing his undergraduate degree in Finance in 2022 from Samford University and interning with the firm the previous Fall. These experiences uncovered a strong interest in building relationships and serving others through detailed financial planning.

As a planning coordinator, Tanner assists advisors through client meeting preparation, financial plan review, and follow-up actions. He also serves within the investment department and spends time in the areas of fund research, reporting, and trading.

Tanner is a native of Lake Geneva, Wisconsin, but is excited about building a career at Bridgeworth in Birmingham. He enjoys playing golf and running and is an active member of Christ Fellowship Church in Homewood.


  • Samford University Legacy League: Junior Board Member, Spring Fundraiser Chair 2022


  • Samford University, 2022
    Bachelors of Science in Finance