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Our Website’s New Look

Our New Website Layout

Everyone enjoys a new look now and then and our website is no different. Since our last website revision, our firm has experienced tremendous growth, and we have seen significant changes in technology. The way our clients use and access information has evolved and we know that we will continue to change as well. To …

Summer at Bridgeworth

Bridgeworth Interns

Summertime…. For most of us this is a time to relax, change the pace, get away, and just enjoy. At Bridgeworth, ‘tis the season of interns. We have five–a couple are in the financial planning program in Tuscaloosa, and few are in finance at UAB. If the talent, drive, and maturity exhibited by these young …

Stanley T. Funches, CFP®, ChFC®, CRPC®, MBA and Stephen Iaconis, CFP®, CRPC® Named Partner

Bridgeworth News

Bridgeworth Financial is pleased to announce that advisors Stanley T. Funches, CFP®, ChFC®, CRPC®, MBA and Stephen Iaconis,CFP®, CRPC® have been named partners in the firm. “Stanley and Stephen have proven themselves to be contributors in moving Bridgeworth forward. Their knowledge in specialized areas and the high quality of their work for clients make them …

Jeff McCormack, CFP®, Elected 2014 President of the Financial Planning Association of North Alabama

Bridgeworth - Jeff McCormack

Advisor Jeff McCormack, CFP®, has been elected president of the Financial Planning Association of North Alabama. Jeff previously served as president-elect and chair of the partnerships committee. The Financial Planning Association of North Alabama is a non-profit organization composed of individuals in or affiliated with the financial planning industry. The mission of the Financial Planning …

Jeris B. Gaston Earns CERTIFIED FINANCIAL PLANNER® Designation

Jeris B. Gaston

Advisor Jeris B. Gaston, CRPC®, has earned the CERTIFIED FINANCIAL PLANNER™ designation. Jeris joined Bridgeworth Financial in 2012. She previously earned the designation of Chartered Retirement Planning Counselor™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have …