Drawing on a Wealth of Knowledge



Calendar of Events


Not My First Rodeo

COVID-19 is not my first rodeo. Well, to be clear, I don’t have any prior experience with this virus. Still, I do have experience with some other pretty nasty market events, including September 11, 2001, and the Great Recession of 2008. This is one of the benefits of being a more “experienced” financial planner. We’ve …

DeLynn Zell, Jenny Sneed, and Jonathan Millican Named to Leadership Classes

DeLynn Zell

CEO DeLynn Zell® was named to the 2019 – 2020 Leadership Alabama Class. The statewide program for Alabama leaders will enable them to foster relationships with fellow leaders, learn about the opportunities and challenges facing the state and deepen their connections with Alabama. This is Leadership Alabama’s 30th class and includes a host of CEOs and …

The Power of a Good Story: 2019 Bridgeworth Summer Reading

A few years back, as my family was leaving Easter services, I turned to my husband and remarked how nice the service was- especially after a hectic crazy morning getting two little boys away from their Easter baskets and into their church clothes. He agreed and then my youngest son who was probably five or …

When Life Gives You Lemons, Make Lemonade Day Birmingham!

This week we are handing the reins over to K.C. Dada, Program Director for Birmingham Education Foundation. Bridgeworth is a proud partner in the Birmingham Education Foundation’s inaugural Lemonade Day. At the Birmingham Education Foundation, we are committed to supporting our students on their paths to college, career, and life readiness. And as Birmingham continues …