C. Zach Ivey
CFA®, CFP®, MBA
Financial Advisor / Investment Strategist
Zach has been involved in the financial services industry since 2003 and serves on Savant’s investment team as an investment strategist. 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. He works with a wide range of clients but has a wealth of experience advising physicians, corporate executives, and retirees with complex issues.
Zach earned a bachelor of business administration degree in marketing 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.
Zach serves on the board of directors for Young Business Leaders and is a resource parent at Big Oak Ranch, which serves abused, neglected, and abandoned children. He is an elder at Briarwood Presbyterian Church, is married to his high school sweetheart, and has three children.
My challenge is to boil down often complicated financial strategies into something practical and actionable. Clients don’t want to know how to build a watch; they want to know what time it is.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.