The Birmingham Business Journal released its 2016 Rising Stars of Money highlighting up-and-coming leaders in the financial world. Bridgeworth’s Senior Planning Coordinator David Ward, CFP® was included in the listing. According to the Birmingham Business Journal, Birmingham’s banking and financial sector is a key cog in the metro area’s economy “providing critical financing to businesses, keeping …
Bridgeworth, LLC is pleased to announce that Jenny Sneed has been named a partner in the firm. Jenny joined Bridgeworth in 2001 after serving as an intern while attending Samford University. She began her career as a Client Service Coordinator and quickly moved up the ranks to Paraplanner, Associate Advisor and Advisor. She earned her …
Bridgeworth, LLC is pleased to announce that Crystal Bowles, CFP® and Laura Rhoades, CFP® have been promoted to Associate Advisor. As associate advisors, Bowles and Rhoades will provide advanced client service work, independent client meetings, and investment analysis. DeLynn Zell, managing partner, stated, “Crystal and Laura have been an integral part of Bridgeworth for more …
In 2014, Bridgeworth introduced our Holiday Giving Campaign not only as a way to thank our clients for their continued trust and confidence, but to also to give them a choice in which organization we support in their honor. Due to the overwhelming positive responses, we are bringing back the campaign for 2015. While there …
I became involved with the Higher Academics Summer School the year it was founded, 2011. My initial involvement was much like a “camp mom” – to welcome and love on the students, take them treats on the weekends, and support the teachers who had undertaken the enormous challenge of starting a four-week academic boot camp …