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Forbes Finance Council Member, DeLynn Zell, CFP®

DeLynn Zell, CFP®, Bridgeworth co-founder and CEO, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.  Through a vetting process, DeLynn was selected by a review committee based on the depth and diversity of her experience. The criteria for acceptance include a …

What is the Rocket City Microthon?

A friend once shared that he would rather run a 50k than a 5k because “in a 5k you actually have to run fast”. If that is the case, the shorter the race is, the faster you have to run; he would REALLY dislike the Rocket City Microthon coming up on October 17th at Campus …

Bridgeworth teaming up with the Huntsville Championship

Sports… there is nothing better than watching world-class athletes at their best. This week, Huntsville has the opportunity to host the Korn Ferry Tour’s Huntsville Championship at The Ledges.  After a COVID-19 postponement in 2020, our long two-year wait to welcome some of the world’s best golfers is finally here. Not only is the Korn …

Susan R. Copeland has earned the Certified Divorce Financial Analyst (CDFA®) Designation

Susan R. Copeland, CFP®, CDFA®, Bridgeworth Associate Advisor, has received the Certified Divorce Financial Analyst designation through The Institute for Divorce Financial Analysts (IDFA™). The CDFA® is a credential for professionals specializing in the financial aspects of divorce.  Susan went through an intensive training program, covering 11 different domains related to divorce planning, including but not …

The BBJ’s 2021 Who’s Who in Birmingham Wealth

The Birmingham Business Journal has named its “Who’s Who in Birmingham Wealth ” for 2021.  For the second consecutive year, Bridgeworth CEO DeLynn Zell, CFP®, has been included in this spotlight of leaders across Birmingham’s financial scene. “We’ve identified the top executives from the largest financial planning and wealth management firms on our most recent …