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Randy Byrd, CIMA®
Consulting Group
Senior Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-4029
toll free: 800-223-0644
fax: 937-223-4010
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Welcome Education Services Honors Associations Experience
Welcome

I work primarily with corporate executives, medical professionals, small businesses and their families to help them create a personalized wealth management plan. My mission is to help our clients maintain and improve their quality of life by providing investment advice and recommendations for their specific needs, their current financial situation and individualized risk tolerance. My greatest satisfaction lies in our ability to help clients achieve their ultimate definition of financial success and fulfillment.
Education and Licensing
  • Certified Investment Management AnalystSM
    Wharton Business School
    Philadelphia, PA
  • Financial Planning Specialist Designation
  • Senior Investment Management Specialist
    Consulting Group Graduate School
  • BS, University of Dayton
    Dayton, OH
  • Annuity, Long-Term Care & Life Insurance Licenses
  • Guided Portfolio Manager Certified
  • Series 7 Licensed- General Securities Representative
  • Series 63 Licensed - Uniform State Exam
  • Series 65 Licensed - Investment Advisory Agent
  • Series 3 Licensed - CFTC - Commodity Futures
Services
  • Asset Management
  • Corporate Pension Funds
  • Education Planning
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Philanthropic Services
  • Retirement Planning
  • Wealth Management
  • 401k Rollovers
  • 529 Plans
Honors and Recognitions
  • CIMA (Certified Investment Management AnalystSM) One of a small group of individuals in the United States to have earned this designation
  • President's Council - Smith Barney
Associations
  • Mound Laser & Photonics Center
    Board of Advisors
    Miamisburg, OH
  • Investment Management Consulting Association (IMCA) Member
  • Chi Sigma Alpha Fraternity
    Scholarship Committee
    Dayton, OH
  • University of Dayton
    National Alumni Association
    Past Treasurer
  • Oakwood Schools Education Foundation
    Past Treasurer
    Oakwood, OH
  • City of Oakwood
    Budget Advisory Committee - Past Member
    Oakwood, OH
  • Oakwood City Schools
    Business Advisory Council, Past Member
    Oakwood, OH
  • Dayton Country Club Member
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
     Senior Vice President - Wealth Management
    Senior Investment Management Specialist/
    Financial Advisor
    Financial Planning Specialist
    Dayton, OH
  • Co-host of 'Money Talk for the 90s' Call In Talk Show (WHIO)
    Dayton, OH
Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Randy Byrd is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MO, NC, NE, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Rollovers: Stashing Your Retirement Nest Egg (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
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