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IN YOUR INTEREST

For most people the questions surrounding retirement planning can be and intimidating: Do I have adequate resources to retire? Can I maintain my current lifestyle during retirement?

At BB&T Scott & Stringfellow, our FP&S EMPOWER℠ process can help you document important life goals and then track progress toward achieving them. Together we can empower you to face the future with confidence.

Initiating the EMPOWER process only requires an hour of your time, so please call my office to schedule an appointment. My staff and I can discuss any questions you have regarding EMPOWER or any other financial planning concerns.

I greatly appreciate the trust you have placed in me and I look forward to talking with you soon. Please be mindful of our service men and women who are working every day to protect our way of life and freedom. But most importantly let's do what we can to help their families while they are away.

Business Experience

Bobby Byrd began his career in the brokerage industry in 1992 and joined Scott & Stringfellow in 1997. In prior years, he developed an investment division for a regional financial institution, was employed by a national investment advisory firm concentrating on fixed income investments and was a retirement plan consultant.

From 1985 to 1992, Bobby served in Executive Management and Regional Banking Director positions for a North Carolina-based financial services company. From 1974 to 1985, Bobby was employed as a Commercial Lender and City Executive for banks based in North Carolina.

Investment Philosophy

As a Financial Advisor, Bobby is committed to building long-term relationships with his clients and their families based on mutual trust, respect and patience. His investment strategy for each client is customized based on a review of the client’s current investments, income tax and estate tax situation, objectives and risk tolerance. He believes investing relies primarily on diversification and disciplined allocation of assets.

He establishes portfolios with building blocks such as stocks, bonds, mutual funds, life insurance, professional money managers, retirement planning and retirement plans. His experience with these diverse products allows him to design portfolios for any situation from aggressive growth to retirement income.

Education

Bobby earned his bachelor’s degree in business administration with concentrated study in economics and finance from Western Carolina University in 1974. Post graduate studies include the North Carolina School of Banking at the University of North Carolina, Chapel Hill, where he completed the Management and Advanced Management programs.

Bobby has earned the Accredited Asset Management Specialist℠ (AAMS®) as well as the Chartered Retirement Plan Specialist℠ (CRPS®) designations from the College for Financial Planning.

Licenses & Registrations

Series 7
Series 63
Series 65
Variable Life and Annuity
Disability Insurance
Health Insurance
Life Insurance
Long Term Care

Professional Designations

Accredited Asset Management Specialist, AAMS®
Chartered Retirement Plans Specialist℠, CRPS®

Specialty / Area of Expertise

As a Financial Advisor, there are three ways in which he helps his clients improve their quality of life:

• Create investment strategies that attempt to reduce income and estate taxes

• Manage risk based on pre-determined criteria

• Attempt to increase overall wealth with sound wealth management policies and measurable goals

Bobby's extensive experience in corporate banking enables him to work in an advisory capacity with executive management and business owners regarding working capital, debt and equity financing options and corporate qualified retirement plans.

Recognitions / Awards

Recipient of Greensboro Jaycees "10 Key Men" award for community service.
Chairman of the Advisory Board to the College of Business at Western Carolina University.
Former member WCU Alumni Board.
Former member WCU Catamount Club Board.
Former director, Greensboro Builders Association.
"Who's Who" in American Colleges and Universities

Community Involvement / Professional Organizations

Volunteer, Habitat for Humanity
Volunteer, Boy Scouts of America
Volunteer, NC Schools Stock Market Game
Volunteer, American Red Cross
Former Chairman, Business Advisory Board of the College of Business at Western Carolina University

Robert Byrd, Jr.

Vice President
Financial Advisor

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Greensboro, NC

3318 W. Friendly Avenue Suite 330
Greensboro, NC 27410
P: (336) 370-2163

Publications of Interest