Susan R. Copeland, CFP®, CDFA®, Bridgeworth Associate Advisor, has received the Certified Divorce Financial Analyst designation through The Institute for Divorce Financial Analysts (IDFA™). The CDFA® is a credential for professionals specializing in the financial aspects of divorce. Susan went through an intensive training program, covering 11 different domains related to divorce planning, including but not …
Bridgeworth Insights
Calendar of Events
The BBJ’s 2021 Who’s Who in Birmingham Wealth
The Birmingham Business Journal has named its “Who’s Who in Birmingham Wealth ” for 2021. For the second consecutive year, Bridgeworth CEO DeLynn Zell, CFP®, has been included in this spotlight of leaders across Birmingham’s financial scene. “We’ve identified the top executives from the largest financial planning and wealth management firms on our most recent …
Financial Friday – April 9th, 2021
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, provides a breakdown of market activity for the past month. Look for a market update from Bridgeworth on the first Friday of each month! As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion …
Taking Control of Your End-of-Life Care
If you live a long time and need help toward the end, who will help you? Where will you receive that care? If you cannot make decisions for yourself, who will you want to make your financial, legal, and medical decisions? Yes, these difficult questions may lead to uncomfortable conversations, but the result will be …
DeLynn Zell Named as one of America’s Top Women Wealth Advisors by Forbes
We are proud to announce Bridgeworth CEO DeLynn Zell has been honored as one of Forbes Top Women Wealth Advisors. Research President R.J. Shook proudly announced that “seeing the incredible women on this list shows clients are demanding diversity and want to see advisors that look like them. It’s an honor to highlight the women …