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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

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

Financial Advisor

(256) 970-6888

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

Financial Advisor

256.970.6899

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

Managing Director / Financial Advisor / Member Owner

256-970-6890

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Chip Kalousek, Director of Portfolio Management
Chip Kalousek, CFA

Senior Investment Strategist / Client Advisor

205.208.8669

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

Financial Advisor / Member Owner

205.208.8734

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

Financial Advisor / Member Owner

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®

Managing Director / Financial Advisor / Member Owner

205.208.8748

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Jeff McCormack, CFP, Partner
Jeff McCormack, CFP®

Financial Advisor / Member Owner

205.208.8737

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

Financial Advisor

256.970.6888

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

Financial Advisor / Member Owner

205.208.8742

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

Financial Advisor / Member Owner

205.208.8719

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

Private Client Group Leader / Member Owner

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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Marly Green, Planning Coordinator
Marly Green, CFP®

Financial Advisor

205.208.8663

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Parker Henley, Planning Coordinator
Parker Henley, CFP®

Financial Advisor

205.208.8664

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

Financial Advisor / Member Owner

205.208.8720

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Sam Fitch, CFP, Partner
Sam Fitch, CFP®

Financial Advisor / Member Owner

205.208.8756

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Scooter Thomas, ChSNC, Planning Coordinator
Scooter Thomas, ChSNC®, CFP®, ChFC®

Financial Advisor

205.208.8662

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

Financial Advisor / Member Owner

256-970-6860

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

Financial Advisor / Member Owner

256-970-6892

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Tanner Fields, Planning Coordinator
Tanner Fields

Associate Advisor

205.208.8678

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Tara Henderson Ingram, Planning Coordinator
Tara Henderson Ingram, MS, CFP®

Financial Advisor

205.208.8710

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

Financial Advisor

205.208.8747

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

Private Client Group Planner

205.208.8717

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

Managing Director / Financial Advisor / Member Owner

205.208.8727

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Will Wetzler, Planning Coordinator
Will Wetzler, CFP®

Financial Advisor

205.208.8753

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

Financial Advisor / Member Owner

205.208.8755

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

Financial Advisor / Investment Strategist / Member Owner

205.208.8730

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Adam Munger, CFP, Planning Coordinator
Adam Munger, CFP®
Financial Advisor
Huntsville, AL
Amy Jemison, Chief Marketing Officer
Amy Jemison
Chief Marketing Officer
Birmingham, AL
Andrew D’Amico, CFP, Huntsville Managing Director, Planning Coordinator
Andrew D’Amico, CFP®
Financial Advisor
Huntsville, AL
Ashley Stoudemire
Client Service Coordinator
Birmingham, AL
Bob Johnson
Relationship Manager
Huntsville, AL
Brandi McCormack
Client Service Coordinator
Birmingham, AL
Brian Hinson, CFP, CPA, ChFC, PFS, Managing Partner, Huntsville
Brian Hinson, CFP®, CPA, ChFC®, PFS
Managing Director / Financial Advisor / Member Owner
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
Chip Kalousek, CFA
Senior Investment Strategist / Client Advisor
Birmingham, AL
Dana O. McCarn
Receptionist
Birmingham, AL
Danette Almodovar
Office Facillitator
Huntsville, AL
David LeCompte, CFP, CRPC, CFS, RICP, Financial Advisor
David LeCompte, CFP®, CRPC®, CFS®, RICP®
Financial Advisor / Member Owner
Birmingham, AL
David Ward, CFP, Financial Advisor
David Ward, CFP®
Financial Advisor / Member Owner
Birmingham, AL
Deborah Powell
Senior Operations Specialist
Huntsville, AL
DeLynn Zell is co-founder and CEO of Bridgeworth and one of Forbes’ 2021 Top Women Wealth Advisors in America.
DeLynn Zell, CFP®
Managing Director / Financial Advisor / Member Owner
Birmingham, AL
Embree Deason, Director of Operations
Embree Deason, FPQP
Director of Operations
Birmingham, AL
Erin Letts, FPQP, Senior Marketing Coordinator
Erin Letts, FPQP
Senior Marketing Coordinator
Birmingham, AL
Grace Savino
Compliance Assistant ​
Birmingham, AL
Hayden Barnes
Client Service Coordinator
Birmingham, AL
Heather Hardin
Accountant
Birmingham, AL
Holly Tuten
Client Service Coordinator
Huntsville, AL
Jeff McCormack, CFP, Partner
Jeff McCormack, CFP®
Financial Advisor / Member Owner
Birmingham, AL
Jenny Jesup, MS, CFP, Associate Advisor
Jenny Jesup, MS, CFP®
Financial Advisor
Huntsville, AL
Jenny Sneed, CFP, ChFC, Partner
Jenny Sneed, CFP®, ChFC®
Financial Advisor / Member Owner
Birmingham, AL
Jeris B. Gaston, CFP, CRPC, Partner
Jeris B. Gaston, CFP®, CRPC®
Financial Advisor / Member Owner
Birmingham, AL
Jonathan Millican, CFP, Financial Advisor, Director of Planning
Jonathan Millican, CFP®
Private Client Group Leader / Member Owner
Birmingham, AL
Katie McIntyre, Client Service Coordinator
Katie McIntyre
Client Service Coordinator
Birmingham, AL
Katlyn Mason
Operations Specialist
Huntsville, AL
Laura K. Rhoades, CFP, Financial Advisor
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
Marc Curles, CFP®, CRPC®
Financial Advisor
Birmingham, AL
Marly Green, Planning Coordinator
Marly Green, CFP®
Financial Advisor
Birmingham, AL
Mary Brandon Harrell, FPQP
Client Service Coordinator
Birmingham, AL
Mimi Small
Trader
Birmingham, AL
Monica Stoudemire, J.D., CSCP, Chief Compliance Officer
Monica Stoudemire, J.D., CSCP
Chief Compliance Officer
Birmingham, AL
Monica Willis
Operations Specialist
Birmingham, AL
Parker Henley, Planning Coordinator
Parker Henley, CFP®
Financial Advisor
Birmingham, AL
Patti B. Black, CFP, Partner
Patti B. Black, CFP®, CSA®
Financial Advisor / Member Owner
Birmingham, AL
Roger Pridmore
Senior Operations Specialist
Birmingham, AL
Sam Fitch, CFP, Partner
Sam Fitch, CFP®
Financial Advisor / Member Owner
Birmingham, AL
Sara Smith, CPA, Chief Financial Officer
Sara Smith, CPA
Chief Financial Officer
Birmingham, AL
Scooter Thomas, ChSNC, Planning Coordinator
Scooter Thomas, ChSNC®, CFP®, ChFC®
Financial Advisor
Birmingham, AL
Stephanie Faught
Executive Assistant
Huntsville, AL
Stephen Gunter, MS, CFP, Financial Advisor
Stephen Gunter, MS, CFP®
Financial Advisor / Member Owner
Huntsville, AL
Stewart Whitt, MS, CFP, CRPC, Financial Advisor
Stewart Whitt, MS, CFP®, CRPC®
Financial Advisor / Member Owner
Huntsville, AL
Tanner Fields, Planning Coordinator
Tanner Fields
Associate Advisor
Birmingham, AL
Tara Henderson Ingram, Planning Coordinator
Tara Henderson Ingram, MS, CFP®
Financial Advisor
Birmingham, AL
Taylor Brown, CFP, Financial Advisor
Taylor Brown, CFP®
Financial Advisor
Birmingham, AL
Terrie Marinelli
Receptionist
Birmingham, AL
Wade A. Warren, CFP, Senior Planner
Wade A. Warren, CFP®
Private Client Group Planner
Birmingham, AL
Wayne Harris, CFP, Founder, Partner
Wayne Harris, CFP®
Managing Director / Financial Advisor / Member Owner
Birmingham, AL
Will Wetzler, Planning Coordinator
Will Wetzler, CFP®
Financial Advisor
Birmingham, AL
William Hocutt, CFP, CPA, Partner
William Hocutt, CFP®, CPA
Financial Advisor / Member Owner
Birmingham, AL
Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist
Zach Ivey, CFA, CFP®, ChFC®
Financial Advisor / Investment Strategist / Member Owner
Birmingham, AL

CASL® – Chartered Advisor for Senior Living

This designation shows a commitment to helping aging clients achieve financial security now and into the future. The CASL® helps these advisors lead clients from middle age through retirement and assist them with managing, preserving, and transferring wealth.

CFA – Chartered Financial Analyst

This designation is given to those who have completed the CFA® Program and completed the three-part exam. The CFA designation includes an understanding of investment tools, valuing assets, portfolio management, and wealth planning.

CFP® – Certified Financial Planner™

This designation is given to those who have completed the experience and ethics requirements and demonstrated attained knowledge and competency to provide comprehensive personal financial planning advice. All CFP professionals have to adhere to high ethical and professionals’ standards, acting as fiduciaries when providing financial advice to clients and always putting their interests first.

CFS® – Certified Fund Specialist

This designation is given to financial industry professionals certified in providing mutual funds assistance. To become a certified fund specialist, a certificate must be acquired from the Institute of Business & Finance (IBF).

ChFC® – Certified Financial Consultant®

This designation covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. ChFC students must pass eight financial planning courses, with a final comprehensive exam on those foundational courses.

ChSNC® – Chartered Special Needs Consultant®

This designation includes specialized training and experience requirements to help manage the unique legal and financial planning needs of individuals with disabilities. ChSNCs take pride in ensuring they can adequately address special needs families’ concerns, hopes, and goals.

CPA – Certified Public Accountant

This designation is given to those that meet education and experience requirements and pass a comprehensive exam. Certified public accountants (CPAs) evaluate financial records for their clients to ensure that they comply with federal, state, and local laws. They also create budget reports and audit financial statements.

CRPC® – Chartered Retirement Planning Consultant

This designation is focused on retirement planning, asset management and estate planning. Financial advisor’s with CRPC gain in-depth knowledge of individuals’ needs both before and after retirement. After a candidate masters the course materials, they must pass a proctored exam. Following a passing grade, they can officially apply for authorization to use the designation.

CSA® – Certified Senior Advisor

This designation is the leading certification for multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging and are serving older adults. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors.

FPQP® – Financial Paraplanner Designation

This designation is given to those individuals who have demonstrated comprehensive knowledge of financial planning and are dedicated to providing quality service to firm clients and advisor support.

PFS – Personal Financial Specialist

This designation is a specialty credential for CPA’s who are experts at helping individuals with all aspects of wealth management. They help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement, through investments like stocks and bonds. CPAs must have 5 years of full-time business experience (or 7,500 hours equivalent) in personal financial planning to qualify.

RICP® – Retirement Income Certified Professional

This designation is given to a financial expert who helps retirees, or people approaching retirement, develop a plan for ensuring successful retirement income planning.

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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