Kyle Bird

Kyle Bird Email and Phone Number

Investment Counselor at Fisher Investments @ Fisher Investments
Kyle Bird's Location
Greater Tampa Bay Area, United States, United States
About Kyle Bird

Kyle Bird, CFP® is a financial professional of over 14 years working directly with individuals and families. Guidance provided to clients is done in a consultative, unbiased manner for the client’s individual situation. Kyle’s passion for capital markets dates back to his high school years when his father was trading for fun in the early days of online trading. Meeting with open-minded individuals as well as families who want to plan for their financial success by aligning with a professional for a long-term relationship motivates him each and every day. He gets the most satisfaction when he can assist clients in understanding difficult concepts, which removes the bewilderment of the market and how to achieve financial success that may be keeping them from achieving their goals. He enjoys spending time with his two young daughters.

Kyle Bird's Current Company Details
Fisher Investments

Fisher Investments

View
Investment Counselor at Fisher Investments
Kyle Bird Work Experience Details
  • Fisher Investments
    Investment Counselor
    Fisher Investments May 2021 - Present
    Plano, Texas, Us
  • Td Ameritrade
    Financial Consultant
    Td Ameritrade Apr 2018 - May 2021
    Omaha, Ne, Us
  • Scottrade
    Investment Consultant/Branch Manager
    Scottrade May 2006 - May 2021
    Saint Louis, Mo, Us
  • Scottrade
    Branch Stockbroker Intern
    Scottrade Nov 2004 - May 2006
    Saint Louis, Mo, Us
  • Delorenzo Financial Planning
    Associate Advisor
    Delorenzo Financial Planning Mar 2014 - Jul 2014
    Associate advisor hired to grow book of business for mature practiceAccumulated $1.5M in assets during first monthPrimarily worked with 403(b) plans and NY teachersConducted client reviews, prepared personal financial statements. Worked with clients to identify financial needs, set goals, and implement solutions for success.Prepared investment performance reviews and conducted portfolio management decisions on a $45M book of business.

Kyle Bird Education Details

  • University Of Central Florida
    University Of Central Florida
    General
  • Bryant University
    Bryant University
    General

Frequently Asked Questions about Kyle Bird

What company does Kyle Bird work for?

Kyle Bird works for Fisher Investments

What is Kyle Bird's role at the current company?

Kyle Bird's current role is Investment Counselor at Fisher Investments.

What schools did Kyle Bird attend?

Kyle Bird attended University Of Central Florida, Bryant University.

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