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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. …

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 …

Bridgeworth Welcomes Five New Planning Coordinators

Bridgeworth is pleased to announce the addition of five new planning coordinators to our team.  As planning coordinators, these individuals bring with them a vast range of talents and inspire to elevate our client experience by aiding advisors in meeting preparation, data gathering, and follow-up actions.  In no particular order, we would like to introduce …

“A Season of Change” for Bridgeworth & Downtown Birmingham

Thank you, Iron City Ink, for spotlighting Bridgeworth in your recent article “A Season of Change: Pandemic alters landscape of City Center office spaces, but area momentum still strong.” Moving downtown was intentional because we wanted to be part of Birmingham’s revitalization and open our doors to our community as thought leaders.  When the pandemic …