Alisha Byrd

About Alisha Byrd

My approach to wealth management is prioritizing your goals and aspirations and collaborating together on building a comprehensive wealth plan. Every relationship is important to me, which is why I take my time to know and understand you, build trust and deliver exceptional client care and commitment to your wealth plan. Connect with me to learn more about how I can help you achieve financial freedom for you, your family and businesses. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Experience

1. Financial Advisor

   Merrill Lynch

   Dec 2022 — Present

   My team and I serve individuals, families and small businesses with comprehensive wealth planning, which includes strategies for building savings, retirement planning, investment management, tax minimization strategies, and wealth transfer through estate planning services and charitable gifting. Our philosophy is based on understanding the unique needs of the client and crafting a plan that encompasses their values, goals and aspirations with careful evaluation of their risk and investment preferences. We deliver exceptional client care and service also making sure we stay current in regulatory and economic insights to help educate our clients. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Education

• University of North Carolina at Chapel Hill

  Bachelor's Degree

  2010 — 2014