Join us in celebrating Bridgeworth being named the fifth largest Financial Planning Firm in Alabama. The top Financial Planning & Investment Advisory Firm rankings were created through surveys conducted with Business Alabama by the value of assets under advisement from Alabama offices. For over three decades, Business Alabama has reported and tracked businesses, no matter …
Bridgeworth Insights
Calendar of Events
The Birmingham Business Journals 2020 Who’s Who in Banking and Finance
The Birmingham Business Journal has named its “2020 Who’s Who in Banking and Finance“. This spotlight of leaders in Birmingham’s financial scene showcases DeLynn Zell, CFP®, Founder and CEO of Bridgeworth, a testament DeLynn’s dedication to her business, clients, and community. Outside of her professional work, DeLynn is on the Executive Committee of Birmingham-Southern College, …
Bridgeworth Named One of the 75 Best Places to Work for Financial Advisers by InvestmentNews
Bridgeworth Wealth Management is pleased to announce it has been named a 2020 Best Places to Work for Financial Advisors by InvestmentNews. In its third year, this award showcases supportive work environments across the country. Ranking #3 in firms with 50+ employees, and receiving this award for the second year in a row, encourages our …
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 …