About M.C. Byrd Wealth Management
Financial planning for families and business owners with complex needs.
Meet the M.C. Byrd Wealth Management Team
Monte C. Byrd
FOUNDER AND PRESIDENT
M.C. Byrd Wealth Management was founded to provide independent, fiduciary advice to families and business owners. We focus on understanding what matters most to our clients and building financial plans that support their long-term goals. Our experience spans more than 35 years working with high-net-worth families and closely held businesses across Texas and Louisiana.
Caleb G. Byrd
FINANCIAL CONSULTANT
Caleb Byrd is a Financial Consultant at M.C. Byrd Wealth Management. He helps clients simplify their financial lives, with an emphasis on financial planning and investment management. He also serves as a plan advisor to defined contribution plans like 401(k)s and 403(b)s.
Caleb graduated from Baylor University with degrees in Real Estate and Entrepreneurship and holds the Series 65 license as well as holding the CPFA, NQPC and CEPA designations.
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Edith Moreno
DIRECTOR OF OPERATIONS
Edith Moreno serves as Director of Operations at M.C. Byrd Wealth Management. She oversees internal operations and supports the firm’s day-to-day execution, working closely with advisors and clients.
Edith joined the firm in 2016, holds the Series 65 license, and earned a BBA in Finance from the University of Houston–Victoria. She is fluent in English and Spanish.
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