After graduating from the University of Alabama with a degree in finance, Will joined the Bridgeworth team as an intern in 2021. Finding his values and goals aligned with those of the firm, Will has stayed at Bridgeworth to build his career.
In his current role as Planning Coordinator, Will aids advisors in meeting preparation, data gathering, and follow-up on client action items. He also assists advisors in reviewing portfolios and acts as a liaison between the financial advisors and the Bridgeworth financial planning and trading departments. Will is committed to elevating our clients’ experiences by delivering friendly, diligent, and efficient service.
Born and raised in Birmingham, Will enjoys all things Alabama Athletics, woodworking, and the outdoors.