Stephanie Byrd

Director, Certified Financial Planner, Client Relationship Manager at View Capital Advisors, LLC

Stephanie Byrd is currently the Director at View Capital Advisors, LLC since 2005. Before joining View Capital Advisors, LLC, Stephanie served as a Senior Manager at KPMG from 2002 to 2005 and as a Manager at Arthur Andersen from 1996 to 2002. Stephanie holds a BBA in Financial Services and Planning from Baylor University - Hankamer School of Business.

Location

Plano, United States

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View Capital Advisors, LLC

Since our founding in 2004, we have taken pride in giving high-net-worth clients the benefit of a different approach. One founded on a commitment to objectivity, constant learning and a comprehensive understanding. We help you discover and achieve your objectives, identify and manage risks, then organize and invest your assets wisely. We also assist you with navigating the complexity of personal, professional and family life. And we provide the personal touch, responsiveness and local presence you won’t often find at larger firms.


Employees

11-50

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