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Bridgeworth Welcomes Five New Planning Coordinators

Bridgeworth is pleased to announce the addition of five new planning coordinators to our team.  As planning coordinators, these individuals bring with them a vast range of talents and inspire to elevate our client experience by aiding advisors in meeting preparation, data gathering, and follow-up actions.  In no particular order, we would like to introduce …

“A Season of Change” for Bridgeworth & Downtown Birmingham

Thank you, Iron City Ink, for spotlighting Bridgeworth in your recent article “A Season of Change: Pandemic alters landscape of City Center office spaces, but area momentum still strong.” Moving downtown was intentional because we wanted to be part of Birmingham’s revitalization and open our doors to our community as thought leaders.  When the pandemic …

Bridgeworth Named to Financial Times Top 300 Registered Investment Advisers for 4th Consecutive Year

Bridgeworth is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  For the last four years, Bridgworth has been honored with this recognition. This is the seventh annual FT 300 list, produced independently …

PPP Loans and the SBA Database

When the Payment Protection Program came about, navigating a pandemic was new to us all, and taking the loan seemed appropriate. ” We were like everybody else who got funds when the market was in free fall and we did not know what to expect,” says Bridgeworth Wealth Management CEO, DeLynn Zell, CFP.  Read more …

Insights into the PPP Data

The following is an excerpt from the Jul 14, 2020 article in the Birmingham Business Journal which quoted CEO DeLynn Zell, pertaining to Bridgeworth being included in the database for those having received the PPP loan and returning the funds. While the list provided some good insights into the program, it’s not without its limitations. …