Bruce Bird
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Bruce Bird
As an Edward Jones financial advisor, I am dedicated to building a relationship with my…
Experience
Financial Advisor
Jan 2023 — Present · Bermuda Run, NC, US
Building relationships with my clients and delivering a full-service experience that combines personal attention with financial advice. My goal is to add value to families and institutions and build meaningful relationships along the way. I take a partnership approach when supporting my customers\' financial needs. I work with a team to bring guidance and advice for my customers\' financial future. What\'s most important to my customers is most important to me.
Education
Brigham Young University
Bachelor of Arts
1982 — 1987
Skills
- Teaching
- Securities
- Retirement
- Strategic Financial Planning
- Wealth Strategies
- Banking
- Mutual Funds
- Risk Management
- Investments
- Asset Management
- Series 63
- Management
- Leadership Development
- Sales
- Risk Assessment
- Wealth Management
- 401k
- Executive Management
- Managing Managers
- Insurance
- Business Planning
- Sales Operations
- Customer Service
- Credit
- Portfolio Strategies
- Asset Stratgies
- Portfolio Management
- Loans
- Leadership
- Portuguese
- Strategic Planning
- Training
- Asset Managment
- Retirement Planning
- Finra
- Financial Analysis
- Series 7
- Project Management
- Product Development
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