Julie Bird

Owner-CEO at Cornerstone Wealth Strategies - Southlake, TX, US

Julie Bird's Colleagues at Cornerstone Wealth Strategies
Zachary Clariday

Director Of Financial Planning

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Clay Jenkins

Director of Business Development

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Clay MBA

Director of Business Development

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John Milo

LPL Financial Advisor

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Zach Clariday

Director Of Advisor Support

Contact Zach Clariday

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Julie Bird's Contact Details
HQ
817-488-0660
Location
Southlake, Texas, United States
Company
Cornerstone Wealth Strategies
Julie Bird's Company Details
Cornerstone Wealth Strategies logo, Cornerstone Wealth Strategies contact details

Cornerstone Wealth Strategies

Southlake, TX, US • 10 - 19 Employees
Financial Services

OUR COMMITMENTLocal residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.To the CommunityOur community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.To Our ClientsOur working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.Cornerstone Wealth Strategies is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, member SIPC.Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300

Financial Planning Business Consulting Financial Services Financial Advisory Services
Details about Cornerstone Wealth Strategies
Frequently Asked Questions about Julie Bird
Julie Bird currently works for Cornerstone Wealth Strategies.
Julie Bird's role at Cornerstone Wealth Strategies is Owner-CEO.
Julie Bird's email address is ***@cornerstonesouthlake.com. To view Julie Bird's full email address, please signup to ConnectPlex.
Julie Bird works in the Financial Services industry.
Julie Bird's colleagues at Cornerstone Wealth Strategies are Zachary Clariday, Clay Jenkins, Clay MBA, Michael Rodgers, John Milo, Andrew Rodgers, Zach Clariday and others.
Julie Bird's phone number is 817-488-0660
See more information about Julie Bird