Julie Bird

Business Owner, Financial Planner & Financial Advocate - With a distinguished career spanning more than 33 years in the financial services industry, Julie Bird earned a reputation as being a trusted leader and advocate dedicated to empowering clients with the tools to achieve financial security and the peace of mind of knowing that they are prepared for their financial future.  Julie combines her extensive knowledge with a compassionate, client-centered approach to deliver tailored financial solutions.

Professional Expertise

Since 1996, Julie has specialized in financial planning, with a particular focus on tax minimization strategies designed to optimize wealth preservation and growth. Her strategic insight and collaborative approach help ensure that clients receive comprehensive, results-driven financial plans designed to meet their unique goals. Julie is a committed student of her profession, constantly pursuing the additional education necessary to serve her clients at the highest level of professional competence.  Julie has achieved the following designations in her pursuit of client service excellence:

• Certified Family Business Specialist (CFBS)
• Certified Exit Planning Advisor (CEPA)
• Certified Exit Planner (CExP)
• Certified Plan Fiduciary Advisor (CPFA)

A graduate of Stephen F. Austin University with a BBA in Finance, Julie’s academic foundation complements her practical experience, enabling her to navigate complex financial landscapes with confidence and clarity.

Signature Approach

Julie is known best for her direct yet empathetic style, always prioritizing her clients’ needs and aspirations. Her collaborative spirit shines through in her interactions with other professionals contributing to positive outcomes. Julie’s dedication to going above and beyond helps ensure that every client feels supported and valued throughout their financial journey.

With 26 years of experience as a financial planner, Julie is dedicated to helping clients pursue their financial goals through a disciplined planning process. Her approach aims to enhance retirement income, build wealth, and manage risk effectively, tailored to each client’s unique circumstances. Julie’s confidence in her process is reflected in her commitment to help ensure each client’s customized financial plan meets mutually agreed-upon objectives. If not, the client may request a full refund of the financial planning fee, subject to the terms and conditions of the client agreement.

Passion & Purpose

Julie is deeply passionate about helping her clients develop confidence in their financial future through the rigor of her truly comprehensive approach to financial planning.  Her process is designed to support informed decision making and long-term stability for the client. Her inclusive approach extends to working closely with clients and their loved ones, fostering meaningful relationships built on trust and shared values.

Personal Interests

Julie finds joy in life’s simple pleasures. She is an avid golfer and member of the Timarron Country Club and TWGA.  She also cherishes beachside travel, savoring fine wine, reading, and spending quality time with her family. Married for 39 years, Julie is a proud mother of three grown children and a doting grandmother to six beautiful grandchildren.

Community Engagement

Based in Southlake, Texas, Julie is an active and valued member of her local community. She is a dedicated supporter of the Swim4Elise Foundation, a member of the Southlake Chamber of Commerce, and an engaged participant in local initiatives, reflecting her commitment to giving back.

Connect with Julie

Julie Bird’s blend of professional expertise, heartfelt advocacy, and community involvement makes her a trusted professional for those seeking financial clarity and confidence. Based in Southlake, Texas, she welcomes the opportunity to help guide you toward a secure and fulfilling financial future.

Julie Bird is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. link to www.SIPC.org on electronic advertisements. Cornerstone Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254 972-348-6300.