About M.C. Byrd Wealth Management

M.C. Byrd Wealth Management was founded over twenty five years ago to give independent wealth management advice to high net worth individuals, families and businesses. As fiduciaries, fulfilling our client’s desires is our main focus, and twenty five years of existence gives us a unique approach to wealth management that only experience can provide.

Meet the M.C. Byrd Wealth Management Team

M.C Byrd staff

Monte C. Byrd

Monte Byrd is the founder of M.C. Byrd Wealth Management, a Texas financial services firm serving families, private clients and businesses. Mr. Byrd has more than 31 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well being an Accredited Investment Fiduciary.

Monte received a B.B.A. in finance from Baylor University in 1986 and is a 20 year resident of Bellville, Texas. He is married to Cathy Byrd. His son Caleb graduated from Baylor University and received degrees in Real Estate and Entrepreneurship. His daughter Hannah graduated from Baylor as well and received degrees in international studies and Arabic.
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M.C Byrd staff

Caleb G. Byrd

Caleb is a Financial Consultant with M.C. Byrd Wealth Management. Mr. Byrd graduated from Baylor University in 2016 with degrees in Real Estate and Entrepreneurship and holds the Series 65 License. In his free time he enjoys photography and non-fiction books. He lives in Katy, Texas.
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M.C Byrd staff

Edith Moreno

Edith Moreno is Director of Operations at M.C. Byrd Wealth Management.

Ms. Moreno joined M.C. Byrd Wealth Management in late 2016. She holds the Series 65 license and received a BBA in finance from UHV in 2022. She is fluent in both English and Spanish. Edith handles operations within our firm and is responsible for completing tasks that involve working with all levels of management and staff.

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