DeLynn Zell
DeLynn Zell is co- founder and CEO of Bridgeworth, a wealth management firm headquartered in Birmingham. Founded in 2008, the firm has tripled in size, opened an office in Huntsville, AL. and now manages over 1.6 billion of assets. The Firm has received several national recognitions including 3 years as the Financial Times top 300 RIAs in the country, City Wire’s Top 50 RIAs of the Future, Investment News Best Places to work, Entrepreneur magazine’s 2018 Top Company Cultures and Birmingham Business Journal’s Best Places to work for 9 years. Prior to assuming the role of CEO, DeLynn specialized in working with clients as they transitioned into retirement. In addition to her role in the firm, DeLynn provides leadership for key organizations in the city. She previously served on the board of the Women’s Fund and is currently a member of the downtown Kiwanis Club and Newcomen Society. DeLynn was named by Al.com as one of the 2018 Women to Shape the State and was selected for this year’s class of Leadership Alabama. She is most proud of her role in mentoring and developing women advisors in a male dominated field. This has led to Bridgeworth having over 35% of their advisors who are women and 4 out of 6 members of the management team who are women.
Session Description:
Learn what a 30 year Certified Financial Planner veteran would tell her 20-year-old self about money, power and investing. Gain the knowledge needed to be confident in making financial decisions whether married, divorced or single. Steps you need to take TODAY to take control of your money and grow your wealth.
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