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Talented, Credentialed & Experienced

Because we recognize that one person cannot be an expert in all areas, our clients are served by a team focused on excellence, longevity, and our client’s best interest – always.

Bridgeworth has a talented, credentialed and experienced team focused on excellence and the client’s best interests.

Expertise

Bridgeworth is one of the largest groups of CERTIFIED FINANCIAL PLANNERS™ in the region, where 100% of our advisors hold their CFP® designation. This knowledge and our industry-leading career tracks and training programs create a collaborative team environment best suited to serve our clients over multiple generations.

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CFP® Advisors

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Employee Retention

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Client Retention

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Team Members Under 45

Brian Hinson, CFP, CPA, ChFC, PFS, Managing Partner, Huntsville
Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890

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Crystal Bowles, CFP, Financial Advisor
Crystal Bowles, CFP®

Financial Advisor

205.208.8715

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David LeCompte, CFP, CRPC, CFS, RICP, Financial Advisor
David LeCompte, CFP®, CRPC®, CFS®, RICP®

Financial Advisor

205.208.8734

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David Ward, CFP, Financial Advisor
David Ward, CFP®

Financial Advisor

205.208.8752

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DeLynn Zell is co-founder and CEO of Bridgeworth and one of Forbes’ 2021 Top Women Wealth Advisors in America.
DeLynn Zell, CFP®

Founder, CEO

205.208.8748

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Jeff McCormack, CFP, Partner
Jeff McCormack, CFP®

Partner

205.208.8737

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Jenny Sneed, CFP, ChFC, Partner
Jenny Sneed, CFP®, ChFC®

Partner

205.208.8742

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Jeris B. Gaston, CFP, CRPC, Partner
Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719

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Jonathan Millican, CFP, Financial Advisor, Director of Planning
Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709

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Laura K. Rhoades, CFP, Financial Advisor
Laura K. Rhoades, CFP®

Financial Advisor

205.208.8733

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Marc Curles, CFP, CRPC, Financial Advisor
Marc Curles, CFP®, CRPC®

Financial Advisor

205.208.8711

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Patti B. Black, CFP, Partner
Patti B. Black, CFP®

Partner

205.208.8720

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Sam Fitch, CFP, Partner
Sam Fitch, CFP®

Partner

205.208.8756

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Stephen Gunter, MS, CFP, Financial Advisor
Stephen Gunter, MS, CFP®

Financial Advisor

256-970-6860

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Stewart Whitt, MS, CFP, CRPC, Financial Advisor
Stewart Whitt, MS, CFP®, CRPC®

Financial Advisor

256-970-6892

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Taylor Brown, CFP, Financial Advisor
Taylor Brown, CFP®

Financial Advisor

205.208.8747

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Wayne Harris, CFP, Founder, Partner
Wayne Harris, CFP®

Founder, Partner

205.208.8727

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William Hocutt, CFP, CPA, Partner
William Hocutt, CFP®, CPA

Partner

205.208.8755

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Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist
Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730

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Adam Munger, CFP, Planning Coordinator
Adam Munger, CFP®

Associate Advisor

(256) 970-6888

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Andrew D’Amico, CFP, Huntsville Managing Director, Planning Coordinator
Andrew D’Amico, CFP®

Huntsville Managing Director, Associate Advisor

256.970.6899

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Chip Kalousek, Director of Portfolio Management
Chip Kalousek

Director of Portfolio Management

205.208.8669

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Jenny Jesup, MS, CFP, Associate Advisor
Jenny Jesup, MS, CFP®

Associate Advisor

256.970.6888

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Marly Green, Planning Coordinator
Marly Green

Planning Coordinator

205.208.8663

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Parker Henley, Planning Coordinator
Parker Henley

Planning Coordinator

205.208.8664

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Scooter Thomas, ChSNC, Planning Coordinator
Scooter Thomas, ChSNC®

Planning Coordinator

205.208.8662

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Tanner Fields, Planning Coordinator
Tanner Fields

Planning Coordinator

205.208.8678

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Tara Henderson Ingram, Planning Coordinator
Tara Henderson Ingram

Planning Coordinator

205.208.8710

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Wade A. Warren, CFP, Senior Planner
Wade A. Warren, CFP®

Senior Planner

205.208.8717

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Will Wetzler, Planning Coordinator
Will Wetzler

Planning Coordinator

205.208.8753

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DeLynn Zell is co-founder and CEO of Bridgeworth and one of Forbes’ 2021 Top Women Wealth Advisors in America.
DeLynn Zell, CFP®

Founder, CEO

205.208.8748

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Brian Hinson, CFP, CPA, ChFC, PFS, Managing Partner, Huntsville
Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890

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Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist
Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730

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Jonathan Millican, CFP, Financial Advisor, Director of Planning
Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709

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Sara Smith, CPA, Chief Financial Officer
Sara Smith, CPA

Chief Financial Officer

205.208.8700

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Monica Stoudemire, J.D., CSCP, Chief Compliance Officer
Monica Stoudemire, J.D., CSCP

Chief Compliance Officer

205.208.8700

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Amy Jemison, Chief Marketing Officer
Amy Jemison

Chief Marketing Officer

205.208.8680

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Embree Deason, Director of Operations
Embree Deason

Director of Operations

205.208.8722

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Andrew D’Amico, CFP, Huntsville Managing Director, Planning Coordinator
Andrew D’Amico, CFP®

Huntsville Managing Director, Associate Advisor

256.970.6899

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Jeris B. Gaston, CFP, CRPC, Partner
Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719

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Adam Munger, CFP®
Associate Advisor
Huntsville, AL
Amy Jemison
Chief Marketing Officer
Birmingham, AL
Andrew D’Amico, CFP®
Huntsville Managing Director, Associate Advisor
Huntsville, AL
Ashley Stoudemire
Client Service Coordinator
Birmingham, AL
Bob Johnson, CFP®
Relationship Manager
Huntsville, AL
Brandi McCormack
Client Service Coordinator
Birmingham, AL
Brian Hinson, CFP®, CPA, ChFC®, PFS
Managing Partner, Huntsville
Huntsville, AL
Brooklyn Hall
Data and Systems Analyst
Birmingham, AL
Carrie Teardo
Client Service Coordinator
Birmingham, AL
Charles J. (Pete) McCarn, CFP Emeritus®
Business Development
Birmingham, AL
Chip Kalousek
Director of Portfolio Management
Birmingham, AL
Crystal Bowles, CFP®
Financial Advisor
Birmingham, AL
Dana O. McCarn
Receptionist
Birmingham, AL
Danette Almodovar
Office Facillitator
Huntsville, AL
David LeCompte, CFP®, CRPC®, CFS®, RICP®
Financial Advisor
Birmingham, AL
David Ward, CFP®
Financial Advisor
Birmingham, AL
Deborah Powell
Senior Operations Specialist
Huntsville, AL
DeLynn Zell, CFP®
Founder, CEO
Birmingham, AL
Embree Deason
Director of Operations
Birmingham, AL
Erin Letts, FPQP
Senior Marketing Coordinator
Birmingham, AL
Grace Savino
Compliance Assistant ​
Birmingham, AL
Heather Hardin
Accountant
Birmingham, AL
Henry Ware, CFP®
Business Development
Birmingham, AL
Holley Tew, FPQP
Senior Client Service Coordinator
Huntsville, AL
Holly Tuten
Client Service Coordinator
Huntsville, AL
Jana Crim
Client Service Coordinator
Birmingham, AL
Jeff McCormack, CFP®
Partner
Birmingham, AL
Jenny Jesup, MS, CFP®
Associate Advisor
Huntsville, AL
Jenny Sneed, CFP®, ChFC®
Partner
Birmingham, AL
Jeris B. Gaston, CFP®, CRPC®
Partner
Birmingham, AL
Jonathan Millican, CFP®
Financial Advisor, Director of Planning
Birmingham, AL
Katie McIntyre
Client Service Coordinator
Birmingham, AL
Kourtney Williams​
Operations Specialist ​
Birmingham, AL
Laura K. Rhoades, CFP®
Financial Advisor
Birmingham, AL
Leslie Isbell, FPQP
Client Service Coordinator
Birmingham, AL
Lynne Monk
Office Facilitator, Birmingham
Birmingham, AL
Marc Curles, CFP®, CRPC®
Financial Advisor
Birmingham, AL
Marly Green
Planning Coordinator
Birmingham, AL
Mary Brandon Harrell
Client Service Coordinator
Birmingham, AL
Mimi Small
Trader
Birmingham, AL
Missy Keller
Client Service Coordinator
Birmingham, AL
Monica Stoudemire, J.D., CSCP
Chief Compliance Officer
Birmingham, AL
Monica Willis
Operations Specialist
Birmingham, AL
Parker Henley
Planning Coordinator
Birmingham, AL
Patti B. Black, CFP®
Partner
Birmingham, AL
Richard Constantine
Planning Coordinator
Roger Pridmore
Senior Operations Specialist
Birmingham, AL
Sam Fitch, CFP®
Partner
Birmingham, AL
Sara Smith, CPA
Chief Financial Officer
Birmingham, AL
Scooter Thomas, ChSNC®
Planning Coordinator
Birmingham, AL
Stephen Gunter, MS, CFP®
Financial Advisor
Huntsville, AL
Stewart Whitt, MS, CFP®, CRPC®
Financial Advisor
Huntsville, AL
Susan Pratt
Client Service Coordinator
Huntsville, AL
Tanner Fields
Planning Coordinator
Birmingham, AL
Tara Henderson Ingram
Planning Coordinator
Birmingham, AL
Taylor Brown, CFP®
Financial Advisor
Birmingham, AL
Terrie Marinelli
Receptionist
Birmingham, AL
Wade A. Warren, CFP®
Senior Planner
Birmingham, AL
Wayne Harris, CFP®
Founder, Partner
Birmingham, AL
Will Wetzler
Planning Coordinator
Birmingham, AL
William Hocutt, CFP®, CPA
Partner
Birmingham, AL
Zach Ivey, CFA, CFP®, ChFC®
Partner, Chief Investment Strategist
Birmingham, AL

Careers

Bridgeworth’s collaborative culture provides a clear growth track for team members and an industry-leading succession planning model creating a legacy that lives beyond its founders.

See Available Positions