Stephanie Adair Byrd

Gestionnaire de Portefeuille-Actions chez View Capital RIA LP

Profil

Ms. Stephanie A. Byrd is a Director, Certified Financial Planner & Client Relationship Manager.
As a Director and Client Advisor, she advises and manages numerous client relationships, helping everyone from individuals to multi-generational families manage their personal finances.
All along the way, she takes an active role in helping her clients understand and manage their day-to-day financial matters.
Prior to joining View Capital Advisors, Ms. Byrd worked for 12 years with Arthur Andersen, LLP, and KPMG, LLP, advising corporate executives and high-net-worth individuals and families with investments and financial planning.
She has a BBA degree in financial services and planning from Baylor University and is a Certified Financial Planner.
She is also a member of the Financial Planning Association and has served on the Scholarship Committee for the DFW chapter.

Postes actifs de Stephanie Adair Byrd

Sociétés	Poste	Début
View Capital RIA LP	Gestionnaire de Portefeuille-Actions	01/07/2005