William Bird

WORK HISTORY

ABOUT WILLIAM BIRD

William brings valuable experience and custom strategies to clients by focusing on investment and risk management, retirement planning, estate planning strategies, educational planning, and tax efficient investing for high net worth individuals, families, foundations, and businesses. William utilizes his own, in addition to the firm’s asset allocation strategies, as well as drawing from several sophisticated resources, such as, Wells Fargo investment institute. William has been a registered investment professional for over 20 years, continually training and broadening his knowledge of capital markets and economic trends to ensure the preservation, protection, and optimization of his client’s investments. Prior to joining Wells Fargo Advisors, William worked at Morgan Stanley Wealth Management, UBS Financial Services, and Merrill Lynch. A graduate of the University of Michigan, William earned his B.A. in finance and subsequently earned his Series 7 and Series 66 registration, along with his annuity and life insurance licenses. As a Michigan native, William has been a resident of the area for over 45 years and he, along with his daughter Emily, live in Fenton, Michigan. William spends much of his time outside of work with his involvement in local children’s charities such as, Old Newsboys and Whaley’s Children’s home, as well as his local church. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company. This information is intended for use by residents of CA, CO, DC, FL, GA, IN, KS, KY, MI, MN, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, and WI only. Please contact me by email W••••••••@wellsfargoadvisors.com or by phone I cannot respond to messages through LinkedIn Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social