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Bridgeworth, LLC’s Annual Tailgate Party

Bridgeworth, LLC enjoyed hosting our clients in early October for a special tailgate party in the parking lot of its office at the Colonnade in Birmingham, AL. Special media guest Matt Coulter joined Bridgeworth, LLC Advisor Marc Curles, CFP®, who is also a Southeastern Conference referee, on stage for a great discussion on SEC football …

Bridgeworth, LLC Promotes Jenny Sneed to Advisor

Bridgeworth - Jenny Sneed

Bridgeworth, LLC is pleased to announce the promotion of Jenny Sneed, CFP®, ChFC®, from the role of paraplanner to advisor. Sneed joined Bridgeworth in 2001 working with one of the firm’s founding partners, Jackie Tucker, CLU®, CFP®, ChFC®. Under Tucker’s leadership, she obtained her CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Consultant® …

Bridgeworth, LLC Adds Two New Advisors To Team

Bridgeworth Advisors

Bridgeworth, LLC announced today the addition of two new advisors to its team, William Hocutt, CFP®, CPA of Vestavia Hills, and Lew Mitchell from Troy, Ala. “The addition of William and Lew to the Bridgeworth team is a strategic one. We want advisors who have a certain depth of knowledge and wealth of experience, which …

Bridgeworth, LLC Names New Partners: Jeff McCormack, Zach Ivey

Bridgeworth News

BIRMINGHAM, Ala. (February 15, 2013) – Birmingham financial planning firm Bridgeworth, LLC announced that advisors Jeff McCormack and Zach Ivey have been named partners in the firm. “Jeff and Zach have proven themselves to be key contributors in moving Bridgeworth forward. The quality of their work for their clients and their knowledge in specialized areas …

Bridgeworth, LLC names Zach Ivey Senior Planning and Investment Strategist

Bridgeworth Advisor Zach Ivey

BIRMINGHAM, Ala. (September 10, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Zach Ivey, CFA, CFP®, ChFC®, CLU®, as Senior Planning and Investment Strategist. In this role, Zach will chair Bridgeworth’s investment committee which stays abreast of the changing investment environment and provides relevant research to the firm. In addition Zach will provide …