C. Zach Ivey

CFA®, CFP®, MBA

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.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

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.


Affiliations &
Community Service

  • Chartered Financial Analyst Society of Alabama – member
  • Young Business Leaders – board member
  • Big Oak Ranch – resource parent
  • Briarwood Presbyterian Church – elder

Education &
Designations

  • Mississippi State University
    Bachelor of Business Administration in Marketing
  • University of Alabama, Birmingham
    MBA
  • Chartered Financial Analyst® (CFA®)
  • CERTIFIED FINANCIAL PLANNER™ professional