Tracy Bird is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in New York, NY and the surrounding communities.
Our clients are successful with substantial assets. Our approach focuses on risk management and the understanding and control of risk, along with the realization of long term returns consistent with individual client goals.
Our team utilizes a vast array of financial products to help all our clients reach these goals. Regularly scheduled meetings and monthly contact allow us to review strategy, performance, and modify or change priorities when appropriate. We identify client opportunities, solve client problems, and produce a high quality personalized service that our clients value and trust.
Our practice has grown rapidly over the years through referrals from our many satisfied clients. Our greatest satisfaction comes from your financial success and the long term relationships we develop.
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...Read More >