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    Julie Bird


    Check the background of this investment professional on FINRA's BrokerCheck

    About Julie

    Julie Bird believes in the power of planning to help her clients live the best lives they possibly can. Julie focuses her financial planning skills and expertise on helping her clients maximize what they have; making the most use of their incomes and assets, and making sure the plans they put in place integrate all aspects of their financial lives. Julie's clients - high-income and high-net-worth individuals, professionals, executives and business owners, look to Julie for holistic, coordinated plans that help to efficiently provide financial protection, savings, and growth for their families and businesses. Julie is an active presence in the Fort Worth area; supporting women-owned businesses and giving back to the community with fundraising and charitable activities. Golf is a large part of Julie's life, both as an active golfer herself and in her community and charitable activities, such as her role as the Clubhouse Manager for the Dallas/Fort Worth area Women on Course golf networking group. When she's not working or golfing, Julie loves spending free time with her three grown children.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Julie Bird CFBS is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 550 Bailey Avenue, Suite 750, Fort Worth, TX 76107, Tel: (817) 332-4451

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Colorado, Florida, Maryland, New York, Tennessee, Texas, Virginia, Washington

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Florida, Indiana, Maryland, Missouri, Oklahoma, Tennessee, Texas, Virginia, Washington

    Julie Bird CFBS, Southlake, TX, CA Insurance Lic.# 0H64706

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