Company

M.C. Byrd Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Team

Monte Byrd

Qualifications

Over twenty years experience in helping clients achieve their financial goals.

Baylor University – BBA, Finance

American College – Chartered Financial Consultant
                                     Chartered Life Underwriter

Center for Fiduciary Studies – Accredited Investment Fiduciary

Personal and Community Involvement

Monte and his wife Cathy have been married for over 20 years. They reside in Bellville and have two children. Away from the office Monte enjoys camping and fishing with his family. He is active member in numerous organizations including:

  • Society of Financial Services Professionals
  • Mill Creek Church
  • Society of Human Resources Management
  • Bellville Lions Club
  • Bellville Economic Development Corporation
   

Patti Stilwell

Client Services Assistant

Patti is "happy to have joined M. C. Byrd Wealth Management" early 2006 where she assists Monte and Tod Byrd.  Her past experience as a Dental Hygienist helps bring a caring, thoughtful approach to the team.  Patti appreciates the honest and personal attention that Monte and Tod give to each client.

She and her husband Blake moved to the beautiful town of Bellville in 1993 to raise their two children.  With one now in college and the other in the military Patti, Blake and dog Ranger are adjusting well to their ‘empty nest’.




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Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (979) 865-0660 x203.