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Jeff McCormack, CFP®, Elected 2014 President of the Financial Planning Association of North Alabama

Bridgeworth - Jeff McCormack

Advisor Jeff McCormack, CFP®, has been elected president of the Financial Planning Association of North Alabama. Jeff previously served as president-elect and chair of the partnerships committee. The Financial Planning Association of North Alabama is a non-profit organization composed of individuals in or affiliated with the financial planning industry. The mission of the Financial Planning …

Jeris B. Gaston Earns CERTIFIED FINANCIAL PLANNER® Designation

Jeris B. Gaston

Advisor Jeris B. Gaston, CRPC®, has earned the CERTIFIED FINANCIAL PLANNER™ designation. Jeris joined Bridgeworth Financial in 2012. She previously earned the designation of Chartered Retirement Planning Counselor™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have …

Apple Device Lunch and Learn Tuesday, March 18

Bridgeworth News

Please join us for a hands-on Apple device learning session. Bridgeworth is pleased to present Lucas Acosta, a self-described “geek” who began his career in Apple Retail as a Lead Trainer. Four years ago, Lucas launched his own company, Foojee, which implements Apple-based IT solutions for commercial and educational markets. Bring your favorite Apple device, fully charged, and …

Bridgeworth, LLC Hosts Client Appreciation Event

Bridgeworth News

Bridgeworth, LLC hosted a client appreciation event on January 16 at Vestavia Country Club. Fred Lanier, Vice President of JP Morgan Asset Management presented a 2014 market and economic update. Clients of the Firm, Bridgeworth Financial advisors, and staff were in attendance.

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 …