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Bridgeworth, LLC Presents Apple Technology 101 with Tech-Ease Apple® Authorized Consultants

Jeff Mann of TechEase

Bridgeworth conducted a client survey in August asking clients, “What educational and/or social events would you like to see offered by Bridgeworth?” The use of technology was by far the most popular topic suggested. We are pleased to announce that we are partnering with Tech-Ease to offer a series of information sessions centered on using technology. Tech-Ease, …

IRS-Impersonation Telephone Scam and Email Phishing Schemes

Bridgeworth has learned of recent telephone and email scams. While these scams have been around for several years, they seem to be picking up momentum lately. We’re providing information to our clients to inform you of these scams and help you recognize them up front so you do not become a victim. Telephone Scam An …

Bridgeworth Expands Into Huntsville, Alabama

Bridgeworth Expands into Huntsville

Bridgeworth is pleased to welcome Brian Hinson, CFP®, CPA, ChFC®, Bob Johnson, CFP®, ChFC®, Jonathan Hornsby, CRPC® and their staff to the Bridgeworth family. Formerly with First Financial Group in Huntsville, Alabama, Brian and his team bring more than 50 years of combined experience and $250 million in assets. DeLynn Zell shared, “We are delighted …

Advisor Zach Ivey Participates in BBJ 2015 Tax & Investment Roundtable

Bridgeworth Advisor Zach Ivey

In February, Advisor Zach Ivey participated in the Birmingham Business Journal’s 2015 Tax & Investment Roundtable. Here are highlights and link to the full article. Q: The stock market has experienced several strong years recently. Should investors be worried in today’s environment? Ivey: Stock investors should always have an eye towards risk. We’ve been in …

Bridgeworth, LLC welcomes Donna A. Byrne, J.D. as Chief Compliance Officer

Bridgeworth is pleased to welcome Donna A. Byrne, J.D. as Chief Compliance Officer. Byrne will be responsible for managing the firm’s compliance with SEC and FINRA. She will continue the firm’s proactive compliance measures to identify and control risks in a manner that serves the best interest of the client while meeting the firm’s regulatory …