We are honored to announce that The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors has been recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams!
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Jonathan D. Schlackman
- Branch Manager
- Senior Vice President - Investments
Jonathan D. Schlackman
- Branch Manager
- Senior Vice President - Investments
Jon is a founding member of the Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors. Jon has been advising high net worth clients for over forty-five years and his passion for helping others is contagious. To Jon, wealth is more than just working through market cycles, he believes it incorporates talent, wisdom, circumstance, experience and relationships. He believes in a team-based approach that accounts for money, decisions, and emotions, rather than focusing solely on individual investments. Jon works with businesses, individuals and nonprofit organizations to help plan for and work to achieve their financial goals. Jon’s commitment to clients is one reason he believes he was selected as one of the Forbes Best-In-State Wealth Management Teams in 2024 for the state of Alabama.
As the most senior associate, Jon brings ample experience from his years in the business. He also serves as a Branch Manager and has the comprehensive perspective of watching the industry evolve from the management side. Throughout his career, he has led many branch offices and market areas at numerous firms, including Robinson Humphrey, J.C. Bradford and Company and successor firms (where he was Partner), PaineWebber, UBS and Morgan Stanley.
Jon was recently the Branch Manager of the New Orleans, Louisiana downtown office at Wells Fargo Advisors. Jon attended Jacksonville University and earned a B.A. in Marketing. His dedication to continued education includes taking financial industry designed courses at Vanderbilt University’s Owen Graduate School of Management, the Wharton School of Business at the University of Pennsylvania, and the Darden School of Business at the University of Virginia.
Jon has been married to his wife Debbie for over 45 years, together they have two grown, married children and four grandchildren. When Jon isn’t in the office, you can find him playing sports, including golf. He also likes travelling and spending time on the beach.
Jon is very active in the community and uses his skills by serving as a member on many investment committees and boards for local nonprofit organizations, including the Jewish Federation of Greater New Orleans, Touro Infirmary, and his synagogue Congregation Gates of Prayer.
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Jonathan D. Schlackman
Executive Director
Senior Private Client Financial Advisor
Senior Vice President - Investment Officer
1250 Poydras St., 24th Fl.
New Orleans, LA 70113
Office: (504) 581-1404
jon.schlackman@wfa.com
www.swzwmgroup.com
2024 Forbes Best-In-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
As the most senior associate, Jon brings ample experience from his years in the business. He also serves as a Branch Manager and has the comprehensive perspective of watching the industry evolve from the management side. Throughout his career, he has led many branch offices and market areas at numerous firms, including Robinson Humphrey, J.C. Bradford and Company and successor firms (where he was Partner), PaineWebber, UBS and Morgan Stanley.
Jon was recently the Branch Manager of the New Orleans, Louisiana downtown office at Wells Fargo Advisors. Jon attended Jacksonville University and earned a B.A. in Marketing. His dedication to continued education includes taking financial industry designed courses at Vanderbilt University’s Owen Graduate School of Management, the Wharton School of Business at the University of Pennsylvania, and the Darden School of Business at the University of Virginia.
Jon has been married to his wife Debbie for over 45 years, together they have two grown, married children and four grandchildren. When Jon isn’t in the office, you can find him playing sports, including golf. He also likes travelling and spending time on the beach.
Jon is very active in the community and uses his skills by serving as a member on many investment committees and boards for local nonprofit organizations, including the Jewish Federation of Greater New Orleans, Touro Infirmary, and his synagogue Congregation Gates of Prayer.
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Jonathan D. Schlackman
Executive Director
Senior Private Client Financial Advisor
Senior Vice President - Investment Officer
1250 Poydras St., 24th Fl.
New Orleans, LA 70113
Office: (504) 581-1404
jon.schlackman@wfa.com
www.swzwmgroup.com
2024 Forbes Best-In-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Alan S. Weintraub
- Senior Vice President - Investments
Alan S. Weintraub
- Senior Vice President - Investments
Alan Weintraub is a founding member of The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors in Birmingham, AL. Coming from a legal background, Alan has crafted the art of listening carefully as the basis for establishing multi-generational client relationships. Alan’s focus is translating clients’ specific financial needs into custom investment plans while incorporating insurance, tax, liability management and estate planning strategies as needed. Alan’s continued dedication to clients is one reason he believes he was selected as one of the Forbes Best-In-State Wealth Management Teams in 2024 for the state of Alabama.
Alan received his B.A. from Tulane University and his M.A. in Economics from Georgia State University. In 1996, Alan was awarded his J.D. from Tulane University School of Law and served as the Law Clerk to The Honorable Horace T. Ward in the United States District Court in Atlanta, Georgia. In 2001, Alan transitioned from the law to Wealth Management. Although no longer practicing law, Alan remains licensed in Louisiana and Georgia.
Alan takes pride in his community and gives back by sharing his time with various local Birmingham organizations. He was recently selected to serve as President on the Board of Directors for the Birmingham Jewish Foundation. Previously, Alan was a decades-long Board of Directors member for Temple Beth-El Synagogue, Temple Beth-El Foundation, The N.E. Miles Jewish Day School, and The Dance Foundation.
Alan truly has a better half, Danielle Weintraub, and together they have two terrific daughters, Ela and Gili. Outside of work and community involvement, Alan loves taking family walks, spending his time with his rescued dogs and working on his golf swing.
CA Insurance License Number: 0D81399. Resident State AL
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Alan S. Weintraub
Senior Financial Advisor
Senior Vice President - Investment Officer
2501 20th Place South, Suite 350
Birmingham, AL 35223
Office: (205) 870-5011
Alan.Weintraub@wfa.com
www.swzwmgroup.com
2024 Forbes Best-In-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Alan received his B.A. from Tulane University and his M.A. in Economics from Georgia State University. In 1996, Alan was awarded his J.D. from Tulane University School of Law and served as the Law Clerk to The Honorable Horace T. Ward in the United States District Court in Atlanta, Georgia. In 2001, Alan transitioned from the law to Wealth Management. Although no longer practicing law, Alan remains licensed in Louisiana and Georgia.
Alan takes pride in his community and gives back by sharing his time with various local Birmingham organizations. He was recently selected to serve as President on the Board of Directors for the Birmingham Jewish Foundation. Previously, Alan was a decades-long Board of Directors member for Temple Beth-El Synagogue, Temple Beth-El Foundation, The N.E. Miles Jewish Day School, and The Dance Foundation.
Alan truly has a better half, Danielle Weintraub, and together they have two terrific daughters, Ela and Gili. Outside of work and community involvement, Alan loves taking family walks, spending his time with his rescued dogs and working on his golf swing.
CA Insurance License Number: 0D81399. Resident State AL
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Alan S. Weintraub
Senior Financial Advisor
Senior Vice President - Investment Officer
2501 20th Place South, Suite 350
Birmingham, AL 35223
Office: (205) 870-5011
Alan.Weintraub@wfa.com
www.swzwmgroup.com
2024 Forbes Best-In-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Contact
Joshua D. Zamat
- Senior Vice President - Investments
Joshua D. Zamat
- Senior Vice President - Investments
Joshua Zamat is a founding member of The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors. Josh is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity. Josh’s commitment to clients is one reason he believes he was selected as one of the Forbes Best-In-State Wealth Management Teams in 2024 for the state of Alabama.
Josh has been in the financial services industry for more than 25 years. He began on the floor of the New York stock exchange, making markets for Nasdaq stocks on a large trading desk. Josh’s family has a long history of Wall Street trading; His grandfather owned an over the-counter firm, and Josh currently works alongside his uncle, Jon Schlackman, Senior Vice President – Investments, Branch Manager. Josh attended George Washington University where he received his Bachelor of Arts degree in History.
Outside of the office, Josh makes giving back to his community a priority. He volunteers at Temple Beth El and participates with Liumi West, which is an organization that aims to bring members of the community together by offering unique, shared experiences.
Josh lives in Boca Raton, FL with his wonderful wife Sloane and they have 2 boys, Cooper and Cody. He enjoys playing tennis, golf, pickle ball and spending time with his family.
CA Insurance License Number: 4296246. Resident State FL.
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Joshua D. Zamat
Senior Financial Advisor
Senior Vice President - Investment Officer
1675 North Military Trail, Suite 500
Boca Raton, FL 33486
Office: (561) 368-3100
josh.zamat@wfa.com
www.swzwmgroup.com
2024 Forbes Best-In-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Josh has been in the financial services industry for more than 25 years. He began on the floor of the New York stock exchange, making markets for Nasdaq stocks on a large trading desk. Josh’s family has a long history of Wall Street trading; His grandfather owned an over the-counter firm, and Josh currently works alongside his uncle, Jon Schlackman, Senior Vice President – Investments, Branch Manager. Josh attended George Washington University where he received his Bachelor of Arts degree in History.
Outside of the office, Josh makes giving back to his community a priority. He volunteers at Temple Beth El and participates with Liumi West, which is an organization that aims to bring members of the community together by offering unique, shared experiences.
Josh lives in Boca Raton, FL with his wonderful wife Sloane and they have 2 boys, Cooper and Cody. He enjoys playing tennis, golf, pickle ball and spending time with his family.
CA Insurance License Number: 4296246. Resident State FL.
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Joshua D. Zamat
Senior Financial Advisor
Senior Vice President - Investment Officer
1675 North Military Trail, Suite 500
Boca Raton, FL 33486
Office: (561) 368-3100
josh.zamat@wfa.com
www.swzwmgroup.com
2024 Forbes Best-In-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Contact
Bari N. Bridges
- CFP
- Financial Advisor
- Assistant Vice President - Investments
Bari N. Bridges
- CFP
- Financial Advisor
- Assistant Vice President - Investments
Bari Bridges is a Financial Advisor with The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors. With over 12 years in the industry and her CFP® designation, Bari has a passion for helping clients achieve their financial goals. Bari’s commitment to clients is unmatched as she takes the time to truly understand their unique needs, aspirations, and risk tolerance, and uses this to develop customized investment plans. She believes in the importance of communication and strives to make sure clients feel heard and understood.
Prior to joining Wells Fargo Advisors in 2017, Bari worked at Merrill Lynch for five years, where she completed the Team Financial Advisor training curriculum and earned the CERTIFIED FINANCIAL PLANNER designation. She received her B.S. in Psychology from the University of Georgia and MBA in General Business from Georgia Southern University. Bari was named Forbes Top Next-Gen Wealth Advisors Best-In-State 2024.
Bari and her husband Ethan live in Jacksonville, FL with their three pets, Matty, Spike and Mando. Being a Georgia native, she is an avid Atlanta Falcons football fan but also enjoys attending Jacksonville Jaguars games on the weekend. She and her husband love the outdoors and in their spare time, enjoy gardening, kayaking, fishing and lounging on the beach.
Bari Bridges CA Insurance License Number: 4294437. Resident State FL.
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Bari N. Bridges
Senior Financial Advisor
Assistant Vice President - Investment Officer
1 Independent Drive, 24th Floor
Jacksonville, FL 32202
Office: (904) 351-7600
Bari.Bridges@wfa.com
www.swzwmgroup.com
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Prior to joining Wells Fargo Advisors in 2017, Bari worked at Merrill Lynch for five years, where she completed the Team Financial Advisor training curriculum and earned the CERTIFIED FINANCIAL PLANNER designation. She received her B.S. in Psychology from the University of Georgia and MBA in General Business from Georgia Southern University. Bari was named Forbes Top Next-Gen Wealth Advisors Best-In-State 2024.
Bari and her husband Ethan live in Jacksonville, FL with their three pets, Matty, Spike and Mando. Being a Georgia native, she is an avid Atlanta Falcons football fan but also enjoys attending Jacksonville Jaguars games on the weekend. She and her husband love the outdoors and in their spare time, enjoy gardening, kayaking, fishing and lounging on the beach.
Bari Bridges CA Insurance License Number: 4294437. Resident State FL.
The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors
Bari N. Bridges
Senior Financial Advisor
Assistant Vice President - Investment Officer
1 Independent Drive, 24th Floor
Jacksonville, FL 32202
Office: (904) 351-7600
Bari.Bridges@wfa.com
www.swzwmgroup.com
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Contact
Steven L. Wetzel
- Financial Consultant
Steven L. Wetzel
- Financial Consultant
Steve is a Financial Consultant with The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors in Birmingham, AL. Steve started his career working in the banks and brings this experience and knowledge to each relationship. He believes clients must look at both sides of the balance sheet when assessing assets, resources and estimating future financial needs. He feels each client is unique and that it is important to listen to their concerns and adjust their investments as their life changes.
Steven earned his B.S.B.A. in Finance from Auburn University. He brings 42 years of Investment & Banking experience to the team, including his experience working in the Fixed Income & Bond markets. During his years with Regions Bank he was a member of the Bank’s Investment Portfolio team. He was also a charter member of the Region’s Investment Group.
Steven is an active member of St. Mary’s On the Highlands Episcopal church. He served on their new Construction Committee while also being a past Vestry member.
He is married to Robin and has three adult children, Carleton (husband Brian), Trevor and Mary McLain (husband Kyle). He has three amazing adorable grandchildren. He enjoys spending time with his family including his French Bulldog (Rocco).
The Schlackman, Weintraub & Zamat Wealth Management Group
of Wells Fargo Advisors
Steven L. Wetzel
Financial Consultant
First Vice President, Investment Officer
2501 20th Place Suite, Suite 350
Birmingham, AL 35223
Office: (205) 870-5011
steven.wetzel@wfa.com
www.swzwmgroup.com
Steven earned his B.S.B.A. in Finance from Auburn University. He brings 42 years of Investment & Banking experience to the team, including his experience working in the Fixed Income & Bond markets. During his years with Regions Bank he was a member of the Bank’s Investment Portfolio team. He was also a charter member of the Region’s Investment Group.
Steven is an active member of St. Mary’s On the Highlands Episcopal church. He served on their new Construction Committee while also being a past Vestry member.
He is married to Robin and has three adult children, Carleton (husband Brian), Trevor and Mary McLain (husband Kyle). He has three amazing adorable grandchildren. He enjoys spending time with his family including his French Bulldog (Rocco).
The Schlackman, Weintraub & Zamat Wealth Management Group
of Wells Fargo Advisors
Steven L. Wetzel
Financial Consultant
First Vice President, Investment Officer
2501 20th Place Suite, Suite 350
Birmingham, AL 35223
Office: (205) 870-5011
steven.wetzel@wfa.com
www.swzwmgroup.com
Contact
Linda B. Hodges
- Senior Registered Client Associate
Linda B. Hodges
- Senior Registered Client Associate
Linda is a Senior Registered Client Associate with The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors in Birmingham, AL. Linda has been a key contributor and trusted resource to clients and her team since 2009. Linda’s primary focus is providing exceptional customer service by building and maintaining client relationships. She plays a significant role in assisting clients with their needs and serving as administrative and operational support. Linda is typically the first point of contact for new and existing clients. She enjoys helping others and provides clients with a personalized experience every step of the way.
Linda brings a wealth of knowledge along with 42 years industry experience to the team. Prior to working at Wells Fargo Advisors, Linda had the opportunity to work with a number of advisory practices. Her career highlights include working as a full-service Financial Advisor with Smith Barney Shearson 1991-1994 and a senior level Client Associate with Merrill Lynch 1997-2008.
Linda is originally from the small beach town of Ft. Walton Beach, FL but moved to Birmingham in 1975. She has several very close friendship groups in Birmingham, including her daily 5:30am work out group. She especially enjoys family time with her grown children Trey and Lisa, and grandsons Tyler and Reece who also reside in Birmingham. She keeps a busy schedule out of the office; claiming tennis is her “first love”, you can often find her on the courts playing USTA league tennis. She also enjoys playing golf, cooking, entertaining, and gardening.
The Schlackman, Weintraub & Zamat Wealth Management Group
of Wells Fargo Advisors
Linda B. Hodges
Senior Registered Client Associate 2501 20th Place South, Suite 350
Birmingham, AL 35223
Office: (205) 870-5011
Linda.Hodges@wfa.com
www.swzwmgroup.com
Linda brings a wealth of knowledge along with 42 years industry experience to the team. Prior to working at Wells Fargo Advisors, Linda had the opportunity to work with a number of advisory practices. Her career highlights include working as a full-service Financial Advisor with Smith Barney Shearson 1991-1994 and a senior level Client Associate with Merrill Lynch 1997-2008.
Linda is originally from the small beach town of Ft. Walton Beach, FL but moved to Birmingham in 1975. She has several very close friendship groups in Birmingham, including her daily 5:30am work out group. She especially enjoys family time with her grown children Trey and Lisa, and grandsons Tyler and Reece who also reside in Birmingham. She keeps a busy schedule out of the office; claiming tennis is her “first love”, you can often find her on the courts playing USTA league tennis. She also enjoys playing golf, cooking, entertaining, and gardening.
The Schlackman, Weintraub & Zamat Wealth Management Group
of Wells Fargo Advisors
Linda B. Hodges
Senior Registered Client Associate 2501 20th Place South, Suite 350
Birmingham, AL 35223
Office: (205) 870-5011
Linda.Hodges@wfa.com
www.swzwmgroup.com
Contact
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
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