Tracy Bird

Background

About Tracy Bird

I am an experienced Certified Financial Planner™ who is extremely adept at helping clients identify their unique financial needs, manage their assets prudently and simplify and strengthen their financial lives. A financial advisor since I have extensive experience working with high net worth investors and their families. I have particular experience in estate planning strategies and helping female investors preserve and grow their wealth. As a woman, I am naturally sensitive to the unique concerns of female investors, but more important, I have helped many female investors achieve their long-term goals. Among my many skills, I listen attentively to my clients and keep them focused on their priorities and am very skilled at pinpointing areas in their financial life that they need to address, areas many clients often overlook. Furthermore, I work hard to exceed my clients’ expectations, because I deeply care about them and their families and want very much to build strong, unwavering bonds of trust with them. In addition to my experience in planning and investing, I have in-depth knowledge of insurance and the strategies that can preserve wealth for future generations. Before establishing my financial advisory practice in I spent over 16 years in commercial insurance. Many investors want to create a financial plan but delay doing so. The sooner you create a plan, the more likely you will be glad you did. According to survey released in mid-2013, 57 percent of high net worth clients expressed regret for not having a plan earlier in life.* Note: Many of Tracy’s clients have a net worth of $5 million or more. Average account size is $2.5 million, but many of her accounts greatly exceed that average. A key part of her practice is working with committed savers in building wealth.*Survey conducted by the DeVere Group. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences. NMLS #