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 …

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 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 …

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 …

Bridgeworth is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  For the last four years, Bridgworth has been honored with this recognition. This is the seventh annual FT 300 list, produced independently …