James Byrd is a seasoned financial professional with extensive experience in retirement planning, athlete management, and financial services. Currently serving as a Retirement Plan Specialist at Equis Financial since January 2019, Byrd provides expert financial planning and retirement advisory services, alongside qualifications as a LUTCF and CFA. Additionally, as a Professional Athlete Advisor with SMWW since June 2013, Byrd manages endorsements and sponsorships for professional athletes. Other significant roles include Account Representative at Athene USA and Registered Representative at ING Financial Partners (VOYA), where comprehensive financial planning and retirement rollovers are key focus areas. Since August 1987, Byrd has also operated as a sports agent, offering financial counsel to clients in various professional sports, and previously served as a Registered Representative at Waddell & Reed until April 2006. Educational credentials include a Bachelor of Arts in Political Science/Economics from Texas Southern University and advanced graduate studies in Economics at Texas A&M University.
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