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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.

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.

%

CFP® Advisors

%

Employee Retention

%

Client Retention

%

Team Members Under 45

Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890

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Crystal Bowles, CFP®

Financial Advisor

205.208.8715

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

Financial Advisor

205.208.8734

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David Ward, CFP®

Financial Advisor

205.208.8752

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DeLynn Zell, CFP®

Founder, CEO

205.208.8748

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Jeff McCormack, CFP®

Partner

205.208.8737

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Jenny Jesup, MS, CFP®

Associate Advisor

256.970.6888

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Jenny Sneed, CFP®, ChFC®

Partner

205.208.8742

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Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719

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Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709

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Laura K. Rhoades, CFP®

Financial Advisor

205.208.8733

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Marc Curles, CFP®, CRPC®

Financial Advisor

205.208.8711

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Patti B. Black, CFP®

Partner

205.208.8720

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Sam Fitch, CFP®

Partner

205.208.8756

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Stephen Gunter, MS, CFP®

Financial Advisor

256-970-6860

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Stewart Whitt, MS, CFP®, CRPC®

Financial Advisor

256-970-6892

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Susan R. Copeland, CFP®, CDFA®

Financial Advisor

205.208.8729

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Taylor Brown, CFP®

Financial Advisor

205.208.8747

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Wayne Harris, CFP®

Founder, Partner

205.208.8727

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William Hocutt, CFP®, CPA

Partner

205.208.8755

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Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730

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Adam Munger, CFP®

Planning Coordinator

(256) 970-6888

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Andrew D’Amico, CFP®

Huntsville Managing Director, Planning Coordinator

256.970.6899

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Chip Kalousek

Director of Portfolio Management

205.208.8669

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Jenny Jesup, MS, CFP®

Associate Advisor

256.970.6888

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Marly Green

Planning Coordinator

205.208.8663

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Parker Henley

Planning Coordinator

205.208.8664

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Scooter Thomas, ChSNC®

Planning Coordinator

205.208.8662

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Tanner Fields

Planning Coordinator

205.208.8678

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Tara Henderson Ingram

Planning Coordinator

205.208.8710

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Wade A. Warren, CFP®

Senior Planner

205.208.8717

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Will Wetzler

Planning Coordinator

205.208.8753

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DeLynn Zell, CFP®

Founder, CEO

205.208.8748

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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

205.208.8730

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Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709

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Sara Smith, CPA

Chief Financial Officer

205.208.8700

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Monica Stoudemire, J.D., CSCP

Chief Compliance Officer

205.208.8700

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Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719

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Amy Jemison

Chief Marketing Officer

205.208.8680

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Embree Deason

Director of Operations

205.208.8722

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Andrew D’Amico, CFP®

Huntsville Managing Director, Planning Coordinator

256.970.6899

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Adam Munger, CFP®
Planning Coordinator
Huntsville, AL
Amy Jemison
Chief Marketing Officer
Birmingham, AL
Andrew D’Amico, CFP®
Huntsville Managing Director, Planning Coordinator
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
Haley Dean
Client Service Coordinator
Birmingham, AL
Heather Hardin
Accountant
Birmingham, AL
Henry Ware, CFP®
Business Development
Birmingham, AL
Holley Tew
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
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
Rebecca Thomas
Client Service Coordinator
Birmingham, AL
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
Susan R. Copeland, CFP®, CDFA®
Financial Advisor
Birmingham, 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.

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