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Susan R. Copeland has earned the Certified Divorce Financial Analyst (CDFA®) Designation

Susan R. Copeland, CFP®, CDFA®, Bridgeworth Associate Advisor, has received the Certified Divorce Financial Analyst designation through The Institute for Divorce Financial Analysts (IDFA™). The CDFA® is a credential for professionals specializing in the financial aspects of divorce.  Susan went through an intensive training program, covering 11 different domains related to divorce planning, including but not …

The BBJ’s 2021 Who’s Who in Birmingham Wealth

The Birmingham Business Journal has named its “Who’s Who in Birmingham Wealth ” for 2021.  For the second consecutive year, Bridgeworth CEO DeLynn Zell, CFP®, has been included in this spotlight of leaders across Birmingham’s financial scene. “We’ve identified the top executives from the largest financial planning and wealth management firms on our most recent …

DeLynn Zell Named as one of America’s Top Women Wealth Advisors by Forbes

We are proud to announce Bridgeworth CEO DeLynn Zell has been honored as one of Forbes Top Women Wealth Advisors.  Research President R.J. Shook proudly announced that “seeing the incredible women on this list shows clients are demanding diversity and want to see advisors that look like them. It’s an honor to highlight the women …

Bridgeworth Named 2021 Best Places to Work for Financial Advisers by InvestmentNews

Bridgeworth Wealth Management is proud to announce that it has been named one of the 2021 Best Places to Work for Financial Advisors by InvestmentNews.  Through a difficult year, the Bridgeworth team came together like never before, making this honor truly special.  It is the third consecutive year that we have earned this honor, and …

Office Updates and Safety Protocols

Here at Bridgeworth, we are committed to our client’s financial health, as well as their physical health.  While an in-person visit may not be possible right now, we wanted to share our new downtown space with you, including the safety protocols we have put in place. Enjoy the tour, and we hope to see you …