Academy Financial, Inc.

CONNECT

Address:

1447 York Road
Suite 801
Lutherville, MD 21093

Phone:

410.825.0781

Fax/Other:

410.825.0034

Edward Bird, MBA, CFP®

Edward Bird, MBA, CFP®

Chief Investment Officer

Listening and understanding to my client’s financial goals allows me to provide the highest level of investment planning advice and service.”

Ed Bird is responsible for all investment matters for Academy Financial including asset allocation, risk management, security and product selection. Ed also manages wealth for high net worth clients with a focus on business owners, business succession, retirement, and estate planning.

Ed Bird joined Academy Financial in 2018.  Prior to that, he spent 15 years working at Wilmington Trust as a senior investment advisor.  Ed is a veteran Captain of the U.S. Army and served as a Military Intelligence aviator.

Ed graduated from Trinity University in 1993 with a degree in Engineering.  In 2003, he obtained his Masters of Business Administration from Kellogg School of Management at Northwestern.

Ed lives in York, PA with his wife, Sandra, and their four daughters Gianna, Dakota, Scarlett, and Vivian.

Achievements

  • Securities Registrations: Series 7, Series 65
  • Life & Health Insurance Licensed
  • CERTIFIED FINANCIAL PLANNER™  certification

Primary Markets Covered

  • South Eastern Pennsylvania
  • Baltimore and Northern Counties in Maryland

Ed is supported by the following highly talented and knowledgeable members of Academy Financial, Inc.:

  • Mike McFeeley, CFP®, CRPC® - Partner
  • Mike Leonard, ChFC®, CRPC® - Partner
  • Gina Craig, Practice and Client Relationship Manager
  • Michael Mesick, CFP® - Director of Financial Planning
  • Phyliss King – Insurance Specialist
  • Hillary Leffler – Investment Processor

Edward Bird is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. 

Phone 410.372.3230
Fax 410.825.0034