Meet Mickey
We are excited to have Mickey Byrd of Lincoln Financial Advisors helping our customers with their financial planning.
Mickey Byrd
Private Wealth Advisor
207 E. Main St Suite 3B
Johnson City, TN 37604
Phone: 423-747-8488
Fax: 260-455-9989
Email: Mickey.Byrd@LFG.com
I am dedicated to providing personalized financial planning and strategies for Beacon Financial Credit Union Members as well as anyone in the Appalachian Highlands regions. By fully understanding my client’s financial and personal goals I develop a strategy that is individually customized to those who I work with. I strive to provide my clients with clarity through a personalized and goals based financial experience.
My career with Lincoln began in 2007 when I became the on-site retirement consultant for the team members of Mountain States Health Alliance. I have seen the system grow and change to become Ballad Health. In December 2020, I made the transition to Lincoln Financial Advisors to better align my financial knowledge with the ability to offer unbiased service and solutions to help my clients manage their financial plan. I feel my clients benefit from a much- improved holistic wealth management experience.
I grew up in Knoxville and received my bachelor’s degree from the University of Tennessee-Knoxville in 1994. After some time in the Nashville area, I relocated to Johnson City in 2006 with my wife Amy and our sons Chance and Esau. Amy works in the Office of Practice at ETSU while my oldest son Chance works as a data analyst. Our youngest son, Esau, is currently attending the University of Virginia-Wise. We also have 3 cats and a beagle whose job it is to lay around the house and do nothing.
My family and I are big sports fans. We have travelled across the US to see various sporting events, but we love baseball the most. During the summer we can be found at Cardinal Park or another baseball stadium catching a game.
I look forward to working with the members of Beacon Financial Credit Union.
If you would like to schedule an introductory call or meeting with Mickey Byrd, click the button below.
Frequently Asked Questions
What is wealth management?
Wealth management is an investment advisory service that combines other financial services such as retirement planning, investment planning, estate planning, portfolio management, and much more to address the needs of the client.
It is a consultative process whereby the financial planner gathers information about the client's long-term goals and tailors a strategy utilizing appropriate financial products and services.
Get personalized advice from a financial planner
Making big decisions isn't always easy, especially when it comes to your retirement or investments. A financial planner will take the time to understand your unique situation and develop a plan to help you achieve your goals.
What is investment planning?
Investment planning is the process of creating a strategy to help you meet your long and short-term financial goals and objectives, such as:
- Buying a home
- Building a nest egg
- Retirement strategies
- Estate planning
- And much more
Turn your goals into an investment plan
Making big decisions isn't always easy, especially when it comes to your retirement or investments. A financial planner will take the time to understand your unique situation and develop a plan to help you achieve your goals.
What is a Mutual Fund?
Rather than investing in individual stocks and bonds, you pool your money with other investors to purchase stocks, bonds, and other securities on behalf of all investors. The investors then share equally in the profits or losses of the fund's total holdings, thus the "mutual" in mutual funds.
Let us help you achieve your financial goals
Making big decisions isn't always easy, especially when it comes to your retirement or investments. A financial planner will take the time to understand your unique situation and develop a plan to help you achieve your goals.
What is Retirement Planning?
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.
We're here to help prepare you for your retirement years
Making big decisions isn't always easy, especially when it comes to your retirement or investments. A financial planner will take the time to understand your unique situation and develop a plan to help you achieve your goals.
What is an exchange-traded fund (ETF)?
An exchange-traded fund (ETF) is a bundle of investments (stocks, bonds, commodities, or other assets) that are designed to track a particular index. ETFs are in many ways similar to mutual funds; however, they are listed on exchanges, ETF shares trade throughout each day, and share similar risks to those of stock such as fluctuating returns and market volatility.
.
Turn your goals into an investment plan
Making big decisions isn't always easy, especially when it comes to your retirement or investments. A financial planner will take the time to understand your unique situation and develop a plan to help you achieve your goals.
What is an Annuity?
An annuity is a contract between you and an insurance company in which you make a lump-sum payment or series of payments and, in return, receive regular disbursements, beginning either immediately or at some point in the future.
Let us help you achieve your financial goals
Making big decisions isn't always easy, especially when it comes to your retirement or investments. A financial planner will take the time to understand your unique situation and develop a plan to help you achieve your goals.
Mickey Byrd is a registered representative of Lincoln Financial Advisors, Corp. Securities and investment advisory services offered though Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Mickey Byrd is securities and insurance licensed in Tennessee, Virginia, North Carolina, South Carolina and Kentucky. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
CRN-44662631-040622