Edward Bird, MBA, CFP®

Financial Planner

Edward Bird, a Financial Advisor at Academy Financial Inc., 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 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.

Areas of Expertise

  • Asset Allocation
  • Risk Management
  • Security and Product Selection

Mission

Listen to and understand all of his client’s financial goals, allowing him to provide the highest level of investment planning advice and service.

Personal Information

Ed resides in York, PA with his wife Sandra, and their four daughters, Gianna, Dakota, Scarlett, and Vivian. He spends much of his nights and weekends with his family and keeping up with his active children and dog, Hugo.

Community Involvement

Ed is on the Executive Committee at Creative York and is Treasurer of the board at York Academy Regional Charter School.  Ed also is involved with Mentorship York, a component of Leadership York.

Certifications

  • CERTIFIED FINANCIAL PLANNER TM certification
  • Life and Health Insurance Licensed
  • Securities Registration: Series 7 and 65

Education

  • MBA, Kellogg School of Management at Northwestern
  • BS, Engineering, Trinity University

 

Phone 410.372.3230
Fax 410.825.0034