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Bridgeworth Insights


Calendar of Events


Market Perspectives from Bridgeworth

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, conducted a live webinar on Tuesday, March 24th, addressing market volatility and strategies during this unprecedented time.  If you could not join us for the live webinar, please watch the recorded webinar above.  

Jonathan Millican, CFP®, Director of Planning, named BBJ 2020 Top 40 Under 40

  Bridgeworth, LLC is pleased to announce that Jonathan Millican, CFP® has been named one of the Birmingham Business Journal’s 2020 Top 40 Under 40.  These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham.  Jonathan is the fifth Bridgworth Advisor to be named a …

Coronavirus & Market Update

On January 30th, the World Health Organization (WHO) declared a public health emergency regarding the outbreak of COVID-19, also known as the “coronavirus”.  The virus stayed relatively contained within Wuhan, China for several weeks, and aggressive measures were made to contain the spread.  The seriousness of the virus is hard to tell, and those infected …

Bridgeworth Promotes Embree Deason to Director of Operations

Bridgeworth, LLC is pleased to announce that Embree Deason has been promoted to Director of Operations. In her new role, Deason is responsible for all firm staffing, and systems and oversight related to the day-to-day operations of the firm. Deason joined the Bridgeworth team in 2000 after graduating from Samford University. At Bridgeworth, she has …

Building a Trusted Legacy: Spring 2020 Bridgeworth Moves Birmingham Location to Downtown

The following appeared in the Birmingham Business Journal on Tuesday, November 19. BBJ subscribers can access the story at Financial firm moving HQ from 280 to downtown Bham. Wealth management and investment advisory firm Bridgeworth LLC is relocating its headquarters to downtown Birmingham. The firm is moving from 15,000 square feet of space at the …