As a South Carolina native, I was raised with a father who instilled in me a value system that remains today: to approach all relationships with open dialogue, humility and compassion. I fervently believe that we’re all bridge builders in someone else’s journey, and I am honored to play a role in my clients’ journeys.My established process is holistic and rooted in client values. The financial strategies I create consider all aspects of clients’ lives, helping them live well today and prepare wisely for tomorrow.My client support team, Donna Sears and Adetra Anderson, seek to provide clients with a family-like atmosphere while delivering the highest level of service possible. Together, we focus on client desires and priorities and emphasize education, allowing our clients to feel fully informed and empowered.I focus on estate and legacy considerations, retirement distribution strategies, complex portfolios, business owners, tax considerations and wealth accumulation. I am licensed in multiple states and can serve clients and their loved ones nationally.We engage with goal-focused, plan-driven individuals preparing for life’s unknowns, best stewarding their time and resources. Discovery conversations ensure compatibility before moving forward in the process. If a current strategy indicates goal progression, we advise accordingly. If we recognize improvement opportunities, we invite clients to join our branch family. If we determine a client would be best served elsewhere, we recommend someone in our network.I began my career as a mortgage underwriter, but shortly thereafter, I pursued financial advising, knowing that financial education results in lasting effects on communities, families, health, legacies and quality of life. My goal was to work for a company whose culture aided people in living their best life, and that aim led me to Edward Jones. Since joining the firm in 2001, I earned the CFP® or CERTIFIED FINANCIAL PLANNER® certification and the AAMS™ or Accredited Asset Management Specialist™ designation to better serve my clients.Outside the office, I love spending time with my wife, Kimberly; my children, Bryson, Nolan and Ainsley Faith; and my dog, Molly.If you want to have a conversation about your goals, contact my office today! You can reach me at Berra.Byrd@edwardjones.com.