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Bridgeworth, LLC Names New Partners: Jeff McCormack, Zach Ivey

Bridgeworth News

BIRMINGHAM, Ala. (February 15, 2013) – Birmingham financial planning firm Bridgeworth, LLC announced that advisors Jeff McCormack and Zach Ivey have been named partners in the firm. “Jeff and Zach have proven themselves to be key contributors in moving Bridgeworth forward. The quality of their work for their clients and their knowledge in specialized areas …

Bridgeworth, LLC names Zach Ivey Senior Planning and Investment Strategist

Bridgeworth Advisor Zach Ivey

BIRMINGHAM, Ala. (September 10, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Zach Ivey, CFA, CFP®, ChFC®, CLU®, as Senior Planning and Investment Strategist. In this role, Zach will chair Bridgeworth’s investment committee which stays abreast of the changing investment environment and provides relevant research to the firm. In addition Zach will provide …

Bridgeworth to host Third Annual Football Friday Tailgate

The Bridgeworth team is proud to host the Third Annual Football Friday Tailgate Party. Join us for cold drinks, barbecue, live music and conversations about Alabama’s favorite game. Friday, October 26th, 2012 11:30am-1:00pm Our new offices at: 3800 Colonnade Parkway Suite 300 Birmingham, AL 35243 Register to win tickets to the 2012 Alabama/Auburn Game by emailing [email protected] You …

Bridgeworth, LLC Becomes Independent RIA, Adds Advisors

Bridgeworth News

BIRMINGHAM, Ala. (August 9, 2012) – Birmingham financial planning firm Bridgeworth, LLC announced it has formed its own independent Registered Investment Adviser (RIA), giving its advisors more flexibility in choosing where to house their clients’ assets. In addition, PinOak Advisors LLC has merged into Bridgeworth. PinOak Managing Member Pete McCarn has joined Bridgeworth, LLC as …

Bridgeworth, LLC Names Stanley T. Funches Chief Compliance Officer

Bridgeworth News - Stanley T. Funches

BIRMINGHAM, Ala. (September 4, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Stanley T. Funches, Sr., CFP®, ChFC®, CRPC®, MBA, as Chief Compliance Officer. While continuing to serve clients with investment and financial needs, Funches will also oversee systems designed to keep advisors compliant with state and federal laws and rules regulating financial …