Bridgeworth, LLC is pleased to announce that advisor Jeris Gaston, CFP® has been named one of Birmingham Business Journal’s 2017 Top 40 Under 40. These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham. Jeris was chosen from a record number of nominees and …
We are pleased to share our 2016 Holiday Giving non-profits making a difference in our communities. Bridgeworth will make a donation to each of these organization in honor of our clients. While there are numerous deserving organizations in our community, we have chosen three that have special meaning to the Bridgeworth members. These organizations …
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 …