Jeffrey S. Bird

Private Wealth Manager

Phone: (913) 451-7526 ext. 239
Fax: (913) 661-9811

As a Private Wealth Manager at Personal Financial Group, I offer the perspective of more than 30 years of professional experience in the financial industry. I align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. I focus on growing and preserving the assets of high-net-worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Personal Financial Group and LPL Financial to help clients pursue goals and solve complex financial issues. Unlike many investment firms, LPL Financial offers an open-architecture platform, giving clients access to a full spectrum of products and services offered in the marketplace. This provides you the opportunity to receive the benefits of a full-service investment firm with the comprehensive and independent advice of an experienced financial advisor.