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Bridgeworth Spirit Award 2020

In 2018, the Spirit of Bridgeworth Award was introduced.  Its creation was to celebrate members of Bridgeworth who exemplify excellence by exuding passion about their work, acting with integrity, leading by example, and going above and beyond without hesitation. We are pleased to announce the winner of this year’s spirit award is Embree Deason, Bridgeworth’s …

Congratulations DeLynn Zell, CFP® BBJ 2020 CEO Award Winner

The Birmingham Business Journal has unveiled the winners of its 2020 CEO Awards.  The winners were announced on December 3rd at a virtual event, recognizing excellence among the top executives in the Birmingham metro area. Bridgeworth is proud to share that DeLynn Zell, CFP®, CEO & Co-Founder, was the winner for companies with 50-99 employees. …

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 …

Scooter Thomas awarded Chartered Special Needs Consultant Designation

Scooter Thomas, Bridgeworth Planning Coordinator, has received the Chartered Special Needs Consultant (ChSNC) designation.  “Bringing together the expertise of lawyers, financial planners, and psychologists, the ChSNC® is the only credential designed to prepare financial advisors to help people with special needs. Through the program, advisors gain an in-depth knowledge of the best strategies for ensuring …

Monica Stoudemire named to Momentum Leadership Class of 2020-2021

Please join us in congratulating Monica Stoudemire, JD, CSCP®, Bridgeworth Chief Compliance Officer, on her acceptance into the 2020 Momentum Leadership class.   “The 18th executive leadership program includes a diverse group of senior-level leaders nominated by a wide range of organizations”. The executive leadership program’s nine-month curriculum has various learning topics dedicated to developing their personal …