Shelley Byrd

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Focus

As Operations Manager I work together with the team to keep our practice operating smoothly. I help develop and maintain complex financial strategies for our clients. Along with my colleagues, we handle investment strategies, portfolio creation, estate investment planning, and wealth preservation.

One of my favorite quotes summing up how I want to help clients achieve their goals is from Henry David Thoreau: “Wealth is the ability to fully experience life.”

I am committed to long-term client relationships and work toward that end. My goal is to be a resource and an advocate for our clients while assisting them through life's milestones including job changes, marriage, births, and deaths.

Background

My career began in 2001 and includes years of varied experience and I have my Series 7 and Series 66 registrations. I've been working with Financial Advisor Eric Johnson since 2002.

Education

• The University of Alabama, Huntsville

Previous Career Experience

• Morgan Stanley – Associate Vice President and Wealth Management Associate
• Morgan Keegan – Sales Assistant
• AmSouth Bank – Business Banking Assistant
• AmSouth Bank – Investment Representative
• Union Planters Bank

Away from the Office

I am married to Bradley Byrd and enjoy being outdoors and working on our small family farm that includes cows and horses. I also enjoy showing my dogs in competition.