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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 …

Bridgeworth Named 2021 Best Places to Work for Financial Advisers by InvestmentNews

Bridgeworth Wealth Management is proud to announce that it has been named one of the 2021 Best Places to Work for Financial Advisors by InvestmentNews.  Through a difficult year, the Bridgeworth team came together like never before, making this honor truly special.  It is the third consecutive year that we have earned this honor, and …

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. …