Andrew Bird
Co-Founder and Partner at the Mosaic Financial Partners with Northwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Andrew Bird
Andrew J. Bird is a Partner and Wealth Management Advisor with Mosaic Financial Partners Northwestern Mutual. His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He uses a four-step approach in working with his clients to understand complex financial issues, and how they can affect life goals- whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term.
Experience
Wealth Management Advisor
Mar 2006 — Present · Milwaukee, WI, US
Education
Marquette University
Bachelor's degree, Business/Managerial Economics
Brother Rice High School
High School Diploma
Skills
- Retirement Planning
- Time Management
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Risk Management
- Investments
- Insurance
- Life Insurance
- Finance
- Retirement
- Strategic Financial Planning
- Asset Management
- Financial Modeling
- Customer Service
- Portfolio Management
- Estate Planning
- Series 63
- Series 7
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