Drawing on a Wealth of Knowledge

Bridgeworth Insights

Join

Calendar of Events

View

November Market Outlook

Bridgeworth News

Doubts about the strength of the US economic recovery were relieved somewhat by the report that 204,000 new hires occurred in the month of October, but this continues to be a slow process in which the encouraging signs are tempered with more negatives.  In October the surprising news lifted the Dow Jones Industrial Index to …

Bridgeworth, LLC’s Annual Tailgate Party

Bridgeworth, LLC enjoyed hosting our clients in early October for a special tailgate party in the parking lot of its office at the Colonnade in Birmingham, AL. Special media guest Matt Coulter joined Bridgeworth, LLC Advisor Marc Curles, CFP®, who is also a Southeastern Conference referee, on stage for a great discussion on SEC football …

Bridgeworth, LLC to Host Medicare Enrollment Guidance Sessions in October

Bridgeworth News

If you are already enrolled in Medicare or just starting to think about signing up for yourself or a loved one, our guest speakers will help you understand Medicare choices and important benefit changes. We cordially invite our clients to attend one of these sessions. Friends, family and co-workers are welcome. Jim Hotten Medicare Representative …

Bridgeworth, LLC Promotes Jenny Sneed to Advisor

Bridgeworth - Jenny Sneed

Bridgeworth, LLC is pleased to announce the promotion of Jenny Sneed, CFP®, ChFC®, from the role of paraplanner to advisor. Sneed joined Bridgeworth in 2001 working with one of the firm’s founding partners, Jackie Tucker, CLU®, CFP®, ChFC®. Under Tucker’s leadership, she obtained her CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Consultant® …

Bridgeworth, LLC Adds Two New Advisors To Team

Bridgeworth Advisors

Bridgeworth, LLC announced today the addition of two new advisors to its team, William Hocutt, CFP®, CPA of Vestavia Hills, and Lew Mitchell from Troy, Ala. “The addition of William and Lew to the Bridgeworth team is a strategic one. We want advisors who have a certain depth of knowledge and wealth of experience, which …