Julie Bird

Financial Advisor

Domicile State: TX

I believe in the power of planning to help my clients live the best lives they possibly can. As the Managing Partner at Cornerstone Wealth Strategies, I focus my financial planning skills and expertise on helping my 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.

Our clients - high-income and high-net-worth individuals, professionals, executives, and business owners, look to our team at Cornerstone Wealth Strategies for holistic, coordinated plans that help to efficiently provide financial protection, savings, and growth for their families and businesses. I have an active presence in the Southlake area; supporting locally-owned businesses and charities by giving back to the community with fundraising and charitable activities. 

Golf is a large part of my life, both as an active golfer and in my community and charitable activities. My husband and I are members of Timarron Country Club in Southlake, TX. When I am not working or golfing, I love spending free time with my three children, grandchildren, and husband. I also love to travel and consider the Caribbean one of my favorite places in the world.

Phone 8174880660
Fax 8174883223