Bridgeworth, LLC
Industry: Company
DescriptionFounded: 1988 Subsidiary: Bridgeworth, Llc, Asset Management Arm
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Bridgeworth, LLC Employees
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
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
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
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
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)
Bridgeworth, LLC August 2012 - Present
Skills
Client Service, Account Service, Administrative
Education
University of Alabama 2008 — 2012
Bachelor of Science (B.S.)
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
Bridgeworth, LLC January 2015 - Present
Education
University of Alabama 2011 — 2014
Bachelor of Science (BS), Consumer Sciences/ Family Financial Planning
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
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
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
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
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
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
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
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
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
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
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
Bridgeworth, LLC October 2008 - Present
Skills
Client Service, Account Service, Administrative
Education
University of Alabama
Bachelor of Science (BS)
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
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)
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
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
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
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