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Zach Ivey, CFA, CFP®, ChFC®

Financial Advisor / Investment Strategist / Member Owner

"My challenge is to boil down often complicated financial strategies into something practical and actionable. Clients don’t want to know how to build a watch, they want to know what time it is."

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Over the last 20 years, Zach Ivey has worked to develop financial planning and investment experience to provide the highest level of advice to his clients. He uses a holistic approach to planning and strives to translate that knowledge into workable plans that fit his client’s goals and their values. Zach believes that all clients deserve objective advice and that the role of planning is paramount in long-term financial success.

Zach has built a practice advising a wide range of clients but has a wealth of experience advising physicians, corporate executives, and retirees with complex issues. He has served as a director of planning for a national planning firm and today serves as Chief Investment Strategist and head of Bridgeworth’s Investment Committee and Trading Department, which is responsible for research and investment solutions for the firm’s clients.

Zach is married to his high school sweetheart and has three children. He is an active member of Briarwood Presbyterian Church.

Affiliations

  • Chartered Financial Analyst Society of Alabama: Member, Past President
  • Briarwood Presbyterian Church: Member, Elder
  • Young Business Leaders (YBL): Board of Directors
  • Briarwood Christian School: Board of Directors, 2019 - 2021
  • Big Oak Ranch: Resource Parent

Honors & Awards

  • Birmingham Business Journal's 2015 Top 40 Under 40

Education

  • Mississippi State University, 1999
  • University of Alabama at Birmingham, 2001
    Masters of Business Administration
  • CERTIFIED FINANCIAL PLANNER™, 2004
  • Chartered Financial Consultant, 2003
  • Chartered Life Underwriter, 2003
  • Chartered Financial Analyst Charterholder, 2008