Kent Byrd
Associate Financial Advisor
- Role
- Wealth Strategy Associate at UBS
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Kent Byrd
Our UBS team at Long River Wealth Management takes a disciplined approach to financial advising. Our process is anchored by the unique financial plans that we create for each of our clients. In these plans we define a client\'s needs and objectives, create and execute appropriate investment strategies, and monitor to ensure achievement of goals over an investment lifetime. We are a multigenerational team with complementary skill sets and diverse experience managing wealth during periods of market stress and opportunity. These attributes and experiences allow us to bring an informed perspective to our relationships. Our advice is never based on the day-to-day ups and downs of financial markets, focusing instead on longer-term market outlooks and the unique needs and objectives of our individual clients. By following this steady path towards our clients\' financial goals, we are able to serve the best interests of our clients from one generation to the next. To learn more about Long River Wealth Management, please visit our Website at are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Wealth Strategy Associate
Sep 2022 — Present · Hartford, CT, US
Education
Bates College
Bachelor of Arts (B.A.), Economics
2013 — 2017
Kingswood Oxford School
High School
2009 — 2013
Skills
- Leadership
- Public Speaking
- Teamwork
- Research
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Data Analysis
- Social Media
- Microsoft Office
- Event Planning
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