C. Zach Ivey
CFA®, CFP®, MBA
Chief Investment Officer / Member Owner
To invest successfully over a lifetime requires a disciplined process and the ability to keep your emotions from corroding that process.
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Education &
Affiliations &
Zach has been involved in the financial services industry since 2001. He was a partner and Chief Investment Strategist for Bridgeworth from 2012 until it joined with Savant in 2023. Prior to joining Bridgeworth, Zach was a director of planning for a national planning firm, serving as an advisor to advisors.
Zach earned a bachelor of business administration degree from Mississippi State University and a master of business administration degree from the University of Alabama at Birmingham. He is a Chartered Financial Analyst® (CFA®) and a CERTIFIED FINANCIAL PLANNER® professional. Zach is a member of the Chartered Financial Analyst Society of Alabama and the Financial Planning Association.
Zach serves as board chairman for Young Business Leaders and is a resource parent at Big Oak Ranch, which serves abused and abandoned children. He is an elder at Briarwood Presbyterian Church, is married to his high school sweetheart, and has three children.
Education &
Designations
- Mississippi State University
Bachelor of Business Administration in Marketing - University of Alabama, Birmingham
MBA - Chartered Financial Analyst® (CFA®)
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Chartered Financial Analyst Society of Alabama – member
- Financial Planning Association – member
- Young Business Leaders – board chairman
- Big Oak Ranch – resource parent
- Briarwood Presbyterian Church – elder
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.