Bridgeworth, LLC

Industry: Company

Description

Founded: 1988 Subsidiary: Bridgeworth, Llc, Asset Management Arm

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Bridgeworth, LLC Employees

Employee
Years
Job
Industry
Stanley Funches, CFP®, ChFC®, CRPC®, MBA Stanley Funches, CFP®, ChFC®, CRPC®, MBA Birmingham, Alabama Area Details
Stanley Funches, CFP®, ChFC®, CRPC®, MBA's Bridgeworth, LLC Experience August 2008 - Present
Job Financial Advisor at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   August 2008 - Present
First Financial Group of the South, Inc.   July 2003 - August 2008
E*TRADE Financial  July 2001 - July 2003
American Express  February 1998 - July 2001

Skills
Investment Advisor, Investment Management, Financial Planning, Estate Planning, Personal Risk Management

Education
Samford University   2007 — 2009
Master of Business Administration (M.B.A.)

Tulane University   1988 — 1993
Bachelor's of Science in Management, Finance

Zach Ivey, CFA, CFP® Zach Ivey, CFA, CFP® Birmingham, Alabama Details
Zach Ivey, CFA, CFP®'s Bridgeworth, LLC Experience November 2010 - Present
Job Chief Investment Strategist, Partner Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   November 2010 - Present
Sagemark Consulting  January 2003 - November 2010
New York Life Insurance Company  June 2001 - December 2002

Skills
Investment Advisory, Investment Management, Personal Financial..., Estate Planning, Risk Management

Education
University of Alabama at Birmingham   2000 — 2001
MBA, Finance

Mississippi State University - College of Business and Industry   1996 — 1999
BA, Marketing

Katie Tompkins Katie Tompkins Birmingham, Alabama Details
Katie Tompkins's Bridgeworth, LLC Experience May 2012 - Present
Job Practice Manager at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   May 2012 - Present
Frito Lay  May 2010 - July 2010
Mercedes Benz U.S. International, Inc.   August 2009 - December 2009

Skills
Client Service, Account Service, Administrative

Education
University of Alabama   2011 — 2012
Masters of Science, Family Financial Planning and Counseling, Human Environmental Sciences

University of Alabama   2006 — 2010
Bachelor of Science, Operations Management

Jeffrey T. McCormack, CFP® Jeffrey T. McCormack, CFP® Birmingham, Alabama Details
Jeffrey T. McCormack, CFP®'s Bridgeworth, LLC Experience October 2008 - Present
Job Financial Advisor, Partner at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present

Skills
Investment Management, Estate Planning, Investment Advisor, Financial Planning, Personal Risk Management

Education
University of Washington   1993 — 1994
Master of Arts (MA)

University of Alabama   1989 — 1993
Bachelor of Arts

Janelle Harrison Janelle Harrison Birmingham, Alabama Details
Janelle Harrison's Bridgeworth, LLC Experience August 2012 - Present
Job Practice Manager at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   August 2012 - Present
First Financial Group  January 2001 - August 2012

Skills
Client Service, Account Service, Administrative, Process Design, Service Team Management

Education
University of Alabama   1993 — 1998
Bachelor of Science (BS)

Cole McClenney Cole McClenney Birmingham, Alabama Details
Cole McClenney's Bridgeworth, LLC Experience August 2012 - Present
Job Client Services Coordinator at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   August 2012 - Present

Skills
Client Service, Account Service, Administrative

Education
University of Alabama   2008 — 2012
Bachelor of Science (B.S.)

Jennifer Sneed, CFP®, ChFC® Jennifer Sneed, CFP®, ChFC® Birmingham, Alabama Details
Jennifer Sneed, CFP®, ChFC®'s Bridgeworth, LLC Experience October 2008 - Present
Job Financial Advisor at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present

Skills
Investment Advisor, Investment Management, Financial Planning, Personal Risk Management, Retirement Planning, Wealth Management, Retirement Income..., Estate Planning

Education
Samford University   1997 — 2000
Bachelor of Science (BS), Business Administration and Accounting

Peyton Jones Peyton Jones Tuscaloosa, Alabama Details
Peyton Jones's Bridgeworth, LLC Experience January 2015 - Present
Job Planning Coordinator at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   January 2015 - Present

Education
University of Alabama   2011 — 2014
Bachelor of Science (BS), Consumer Sciences/ Family Financial Planning

Laura Hinton, ChFC Laura Hinton, ChFC Birmingham, Alabama Area Details
Laura Hinton, ChFC's Bridgeworth, LLC Experience May 2013 - Present
Job Financial Advisor, Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   May 2013 - Present

Skills
Financial..., Insurance, Retirement, Financial Planners, Strategic Financial..., Securities, Employee Benefits, Due Diligence, Long Term Care Insurance, Disability Insurance, Portfolio Management

Education
The American College   1998 — 2000
Chartered Financial Consultant

University of Montevallo   1976 — 1980
Bachelor of Science

Claire Burch Claire Burch Birmingham, Alabama Details
Claire Burch's Bridgeworth, LLC Experience January 2010 - Present
Job Practice Manager at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   January 2010 - Present

Skills
Client Service, Account Service, Administrative, Process Design, Service Team Management

Education
Samford University   2003 — 2007
Bachelor of Science (B.S.), Business Administration /Finance

Marc Curles, CFP®, CRPC Marc Curles, CFP®, CRPC Birmingham, Alabama Area Details
Marc Curles, CFP®, CRPC's Bridgeworth, LLC Experience February 2007 - Present
Job Financial Advisor, Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   February 2007 - Present
American Cast Iron Pipe Company  January 1991 - January 2007

Skills
Investment Advisor, Investment Management, Financial Planning, Estate Planning, Personal Risk Management

Education
Georgia Institute of Technology   1988 — 1990
BME, Mechanical Engineering

Middle Georgia College   1986 — 1988
AS, Engineering

Wade A. Warren, CFP® Wade A. Warren, CFP® Birmingham, Alabama Details
Wade A. Warren, CFP®'s Bridgeworth, LLC Experience May 2015 - Present
Job CFP at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   May 2015 - Present
First Protective  October 2013 - May 2015
ProEquities  February 2008 - October 2013
BBVA Compass  September 2005 - February 2008

Skills
Series 7, Series 63, Series 66, Series 24, Series 99, FINRA, Securities, Asset Allocation, Certified Financial..., Finance, Retirement, Financial Services, Mutual Funds

Education
Auburn University   1997 — 2002
Bachelor's degree, Finance, General

Henry Ware, CFP® Henry Ware, CFP® Birmingham, Alabama Details
Henry Ware, CFP®'s Bridgeworth, LLC Experience October 2008 - Present
Job Financial Advisor, Partner Bridgeworth,LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present
First Financial Group of the South   August 1983 - October 2008

Skills
Retirement Planning, Investment Management, Financial Advisory, Investments, Financial Planning, Investment Advisor, Personal Risk Management, Estate Planning, Wealth Management, Finance, Wealth, Asset Management, Investment Advisory, Portfolio Management, Retirement

Education
University of Alabama   1975 — 1979

University of Alabama   1975 — 1979
Bachelor's degree

Embree Deason Embree Deason Birmingham, Alabama Details
Embree Deason's Bridgeworth, LLC Experience October 2008 - Present
Job Practice Manager at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present
First Financial Group of the South, Inc.   May 2000 - October 2008

Skills
Superior Client Service, Account Service, Office Administration, Business Process Design, Service Team Management

Education
Samford University   1996 — 2000
BS Business Management

Brian Hinson, CFP®, CPA, ChFC® Brian Hinson, CFP®, CPA, ChFC® Huntsville, Alabama Area Details
Brian Hinson, CFP®, CPA, ChFC®'s Bridgeworth, LLC Experience May 2015 - Present
Job Managing Partner, Huntsville
Industry Financial Services
Experience
Bridgeworth, LLC   May 2015 - Present
First Financial Group Wealth Management   1996 - April 2015
Coopers & Lybrand LLP (now PriceWaterhouseCoopers LLP)   August 1993 - August 1996

Skills
Investment Advisor, Investment Management, Financial Planning, Personal Risk Management, Estate Planning

Education
University of North Alabama   1989 — 1993
Bachelor of Science, Finance and Accounting

Jessica Boyd Jessica Boyd Birmingham, Alabama Details
Jessica Boyd's Bridgeworth, LLC Experience June 2015 - Present
Job Client Service Coordinator at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   June 2015 - Present
brightpeak financial  July 2014 - February 2015
Thrivent Financial  June 2014 - December 2014
Whizz-Kidz  August 2013 - November 2013

Skills
Client Services, Account Servicing, Administrative

Education
Samford University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance

Jeris Gaston CFP® CRPC® Jeris Gaston CFP® CRPC® Birmingham, Alabama Area Details
Jeris Gaston CFP® CRPC®'s Bridgeworth, LLC Experience August 2012 - Present
Job Financial Advisor at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   August 2012 - Present
Ameriprise Financial Services, Inc.   April 2007 - August 2012

Skills
Investment Advisory, Estate Planning, Retirement Planning, Investment Management, Personal Risk Management, Personal Financial...

Education
Trinity College, Dublin   2005 — 2006
Masters of Philosophy

Birmingham-Southern College   2001 — 2005
BA, History, Leadership Studies

Oak Mountain High School   1999 — 2001

Amy Marquis Brunson, MBA Amy Marquis Brunson, MBA Birmingham, Alabama Area Details
Amy Marquis Brunson, MBA's Bridgeworth, LLC Experience June 2015 - Present
Job Director of Operations at Bridgeworth Financial
Industry Financial Services
Experience
Bridgeworth, LLC   June 2015 - Present
Fi-Plan Partners, LLC   April 2006 - June 2015
Wachovia Securities/Prudential Financial   December 2003 - March 2006

Education
University of Alabama at Birmingham   2001 — 2003
MBA

Auburn University   1997 — 2000
BA, Psychology, Business

Walker College   1996 — 1997
General Studies

Catherine (Casanta) Wilkes Catherine (Casanta) Wilkes Birmingham, Alabama Details
Catherine (Casanta) Wilkes's Bridgeworth, LLC Experience June 2011 - April 2014
Job Financial Planning
Industry Financial Services
Experience
Bridgeworth, LLC   June 2011 - April 2014

Skills
Client Service, Account Service, Administrative, Process Design, Financial Advisory, Administrative Work, Asset Allocation, Asset Management, Bank Accounting, Client Services, Estate Planning, Investments, Retirement Planning, Wealth Management

Education
University of Alabama   2010 — 2011
Master of Science, Family Financial Planning & Counseling

University of Alabama   2007 — 2011
Bachelor of Science, Family Financial Planning & Counseling, Magna Cum Laude

Debbie Bryan, CFP® Debbie Bryan, CFP® Birmingham, Alabama Details
Debbie Bryan, CFP®'s Bridgeworth, LLC Experience October 2008 - Present
Job Client Service Coordinator at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present

Skills
Client Service, Account Service, Administrative

Education
University of Alabama
Bachelor of Science (BS)

Sarah Kidwell Sarah Kidwell Tuscaloosa, Alabama Details
Sarah Kidwell's Bridgeworth, LLC Experience May 2014 - Present
Job Hardworking CFP Assistant, Lieutenant Governor of Circle K International, and an avid Leader throughout the Community.
Industry Financial Services
Experience
Bridgeworth, LLC   May 2014 - Present
Testing Services - University of Alabama   May 2012 - May 2014
Super Skate - Tuscaloosa   February 2011 - May 2014
Holy Spirit Catholic Church  August 2010 - April 2012

Skills
Facebook, Community Outreach, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Data Analysis, Social Media, Student Affairs, Public Speaking, Statistics, Editing, Customer Service, Data Entry, Leadership, Social Networking, Fundraising, Team Leadership, Organizational..., Non-profit Volunteering, Financial Planning, Financial Services, Personal Finance, Personal Financial..., College Education..., Wealth Management, Retirement Planning, Consumer Insight

Education
University of Alabama   2012 — 2016
Bachelor of Science (BS), Consumer Sciences with a concentration in Consumer Affairs, 3.95 GPA with 92 completed hours

University of Alabama   2012 — 2016
Master's Degree, Consumer Sciences with a concentration in Family Financial Planning and Counseling

Holy Spirit Catholic Regional High School - Tuscaloosa   2008 — 2012
Honors Diploma

Laura K. Rhoades, CFP® Laura K. Rhoades, CFP® Birmingham, Alabama Details
Laura K. Rhoades, CFP®'s Bridgeworth, LLC Experience October 2008 - Present
Job Paraplanner at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present
First Financial Group of the South, Inc.   May 2006 - October 2008

Skills
Client Service, Plan Design, Plan Implementation, Plan Monitoring

Education
University of Alabama   2002 — 2006
Bachelor of Science (B.S.), Consumer Sciences (emphasis on Family Financial Planning & Counseling)

Sam Fitch, CFP® Sam Fitch, CFP® Birmingham, Alabama Area Details
Sam Fitch, CFP®'s Bridgeworth, LLC Experience February 2015 - Present
Job Financial Advisor at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   February 2015 - Present
Warren Averett Asset Management   June 2000 - February 2015
First Financial Group  June 1990 - January 2000

Skills
Investment advisor, Investment Management, Financial Planning, Estate Planning, personal risk management

Education
Samford University   1986 — 1990
B.S., Finance

College for Financial Planning   1991 — 1993
CFP, Financial Planning

John Overton High School   1982 — 1986

Mercy Lloyd, CPA, CIA Mercy Lloyd, CPA, CIA Birmingham, Alabama Area Details
Mercy Lloyd, CPA, CIA's Bridgeworth, LLC Experience July 2012 - Present
Job Controller at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   July 2012 - Present
Warren Averett, LLC  2005 - 2010
Southern Progress Corporation  2003 - 2005
EY  1998 - 2003

Skills
Financial Reporting, Budget Process, Bilingual-English/Spanis..., Internal Controls, Continuous Improvement, Business Continuity..., Human Resources, Information Technology, Internal Audit, Financial Analysis, Accounting

Education
Birmingham-Southern College
Bachelor of Science (BS), Accounting

Birmingham-Southern College
Masters of Public and Private Management, Business Administration and Management, General

Crystal Bowles, CFP® Crystal Bowles, CFP® Birmingham, Alabama Details
Crystal Bowles, CFP®'s Bridgeworth, LLC Experience October 2008 - Present
Job Paraplanner at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC   October 2008 - Present
First Financial Group of the South, Inc.   June 2000 - October 2008

Skills
Plan Design, Plan Implementation, Plan Monitoring, Client Service

Education
University of Alabama   1996 — 2000
Bachelor of Science (B.S.), Consumer Sciences with an emphasis on Family Financial Planning

Homewood High School

Monica Willis Monica Willis Birmingham, Alabama Area Details
Monica Willis's Bridgeworth, LLC Experience February 2015 - Present
Job Client Services Coordinator at Bridgeworth, LLC
Industry Marketing and Advertising
Experience
Bridgeworth, LLC   February 2015 - Present
Boundary Stone Financial   August 2012 - February 2015
Docupak  May 2009 - March 2012
Auburn Bank  May 2006 - May 2009

Skills
Customer Service, Direct Marketing, Microsoft Excel, Event Planning, Outlook, Microsoft Word, Microsoft Office, Account Management, Social Media, Sales, Email Marketing, Strategic Planning, Marketing Strategy, Marketing, Event Management, Project Management, New Business Development, Banking, CRM, Advertising, Marketing Communications, Public Relations, Online Marketing

Education
Auburn University at Montgomery   2006 — 2008
Bachlors, Marketing

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