Drawing on a Wealth of Knowledge

Bridgeworth Insights

Join

Calendar of Events

View

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 …

DeLynn Zell, Jenny Sneed, and Jonathan Millican Named to Leadership Classes

DeLynn Zell

CEO DeLynn Zell® was named to the 2019 – 2020 Leadership Alabama Class. The statewide program for Alabama leaders will enable them to foster relationships with fellow leaders, learn about the opportunities and challenges facing the state and deepen their connections with Alabama. This is Leadership Alabama’s 30th class and includes a host of CEOs and …

Bridgeworth Financial Planning Internship Offers Unique Opportunity for University of Alabama Students

While Bridgeworth has had interns scattered throughout the years, myself included (Summer 2014), we set out this year to develop a formal internship program for college students interested in a career in financial planning. Because we have several University of Alabama Financial Planning alumni, we thought the best place to start looking for summer interns …

Jeris B. Gaston and William Hocutt Named Partners of the Firm

Bridgeworth, LLC is pleased to announce that Jeris Gaston, CFP ®, CRPC® and William Hocutt, CFP® , CPA, have been promoted to partners of the firm. Gaston has been advising clients since 2007 in the areas of wealth accumulation, retirement planning, investment management, and comprehensive financing planning. Gaston is a 2005 graduate of Birmingham-Southern College and a …