Byron Studdard, Certified Financial Planner, Studdard Financial LLC
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This profile was last updated on 12/23/13 and contains information from public web pages and contributions from the ZoomInfo community.
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Mr. Byron L Studdard CFP

Wrong Byron L Studdard CFP?

Certified Financial Planner

Studdard Financial LLC
1990 Main Street Suite 750
Sarasota, Florida 34236
United States

Company Description: Studdard Financial, LLC is a registered investment adviser (RIA) in Sarasota, FL. We offer a wide variety of financial planning and investment management services...   more
Background

Education

  • Bachelor of Science , Marketing
    Jacksonville State University

Certifications

Biography

  • 1993 - Personal Financial Planner, IDS Financial Services, Inc.
    1995 - Advisor Coach, American Express Financial Advisors, Inc.
    1998 - Training Manager, American Express Financial Advisors, Inc.
    1999 - District Manager, American Express Financial Adv...
10 Total References
Web References
Byron L. Studdard, ...
www.studdardfinancial.com, 23 Dec 2013 [cached]
Byron L. Studdard, CFP®
About Byron
Byron graduated from Jacksonville State University in 1991 and accepted a corporate position as a Territory Manager in Tampa, Fla. The following year, Byron's mother lost her battle with cancer. His company was able to arrange a transfer back to his hometown of Huntsville, AL so Byron could be there to help out his family. It was during this time, as he was helping his family settle his mother's estate that he realized just how much his family could have benefited by having a comprehensive financial and estate plan.
The following year, with his family obligations complete, his company transferred him to Memphis, TN. Byron had already decided to dedicate his life to helping others build wealth and pass it to future generations. He began his career at IDS Financial Services, which later would become known as American Express Financial Advisors. In 1996, Mr. Studdard received the President's Recognition for Quality of Advice Award for his outstanding planning and recommendations made to clients. In 1997, Byron earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation by completing a comprehensive course of study culminating in a 10 hour, two day final exam.
During his time at American Express, he held various training and management positions responsible for teaching new advisors the art of financial planning. After leaving American Express, he was named Regional Vice President for The Legend Group, a division of Waddell & Reed. In 2003, Byron formed Studdard Financial in Germantown, TN to help clients build wealth, protect it, and pass it on to future generations. In 2007, Studdard Financial opened an office in Sarasota, FL to serve its growing Florida client base and became a Registered Investment Adviser in 2012.
Mr. Studdard has been listed in the "Guide to America's Best Financial Planners" published by Consumers' Research Council of America, an independent research company. He has also been named, "The Best of the Best" and "The Top 1% in Their Field" by America's Top Advisors. In addition to his duties as Portfolio Manager, he writes, "Wealth Wise," a monthly column for ABC News.
Byron L. Studdard, Founder & ...
www.studdardfinancial.com, 23 Nov 2012 [cached]
Byron L. Studdard, Founder & President
Byron graduated from Jacksonville State University in 1991 and accepted a corporate position as a Territory Manager in Tampa, Fla. The following year, Byron's mother lost her battle with cancer. His company was able to arrange a transfer back to his hometown of Huntsville, Alabama so Byron could be there to help out his family. It was during this time, as he was helping his family settle his mother's estate, that he realized just how much his family could have benefited by having a comprehensive financial, tax, and estate plan.
The following year, with his family obligations complete, his company transferred him to Memphis TN. Byron had already decided to dedicate his life to helping others build wealth and pass it to future generations. He begtan his career at IDS Financial Services, which later would become known as American Express Financial Advisors. In 1996, Mr. Studdard received the President's Recognition for Quality of Advice Award for his outstanding planning and recommendations made to clients. In 1997, Byron earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation by completing a comprehensive course of study culminating in a 10 hour, two day final exam.
During his time at American Express, he held various training and management positions responsible for teaching new advisors the art of financial planning. After leaving American Express, he was named Regional Vice President for The Legend Group, a division of Waddell & Reed. In 2003, Byron formed Studdard Financial in Germantown TN to help clients build wealth, protect it, and pass it on to future generations. In 2007, Studdard Financial opened an office in Sarasota FL to serve it's growing Florida client base.
Mr. Studdard has been listed in the "Guide to America's Best Financial Planners" published by Consumers' Research Council of America, an independent research company. He has also been named, "The Best of the Best" and "The Top 1% in Their Field" by America's Top Advisors (http://www.americastopadvisors.com/florida.html). He can be reached in Sarasota FL at (941)256-0705 or in Germantown TN at (901)624-5377.
Our Qualifications : Studdard Financial
www.studdardfinancial.com, 22 April 2012 [cached]
Byron L. Studdard, Founder & President
Byron graduated from Jacksonville State University in 1991 and accepted a corporate position as a Territory Manager in Tampa, Florida. The following year, Byron's mother lost her battle with cancer. His company was able to arrange a transfer back to his hometown of Huntsville, Alabama so Byron could be there to help out his family. It was during this time, as he was helping his family settle his mother's estate, that he realized just how much his family could have benefited by having a comprehensive financial, tax, and estate plan.
The following year, with his family obligations complete, his company transferred him to Memphis, Tennessee. Byron had already decided to dedicate his life to helping others build wealth and pass it to future generations. He begtan his career at IDS Financial Services, which later would become known as American Express Financial Advisors. In 1996, Mr. Studdard received the President's Recognition for Quality of Advice Award for his outstanding planning and recommendations made to clients. In 1997, Byron earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation by completing a comprehensive course of study culminating in a 10 hour, two day final exam.
During his time at American Express, he held various training and management positions responsible for teaching new advisors the art of financial planning. After leaving American Express, he was named Regional Vice President for The Legend Group, a division of Waddell & Reed. In 2003, Byron formed Studdard Financial to help clients build wealth, protect it, and pass it on to future generations. In 2006, Mr. Studdard was listed in the "Guide to America's Best Financial Planners" published by Consumers' Research Council of America, an independent research company. He has also been named, "The Best of the Best" and "The Top 1% in Their Field" by America's Top Advisors (http://www.americastopadvisors.com/florida.html).
Studdard Financial
www.studdardfinancial.com, 22 April 2012 [cached]
Byron L. Studdard, CFP
Byron L. Studdard, CFP® - ...
www.fscmllc.com, 10 April 2012 [cached]
Byron L. Studdard, CFP® - byron@fscmllc.com CERTIFIED FINANCIAL PLANNER™
Byron L. Studdard was born and raised in Huntsville, Alabama and graduated from Jacksonville State University in 1991. Shortly after graduating, Byron's mother lost her battle with cancer. After helping his family settle the estate, Byron dedicated his life to helping others build wealth and preserve it for future generations through a comprehensive estate and financial plan.
He started his career as a financial advisor with American Express. He received the Presidents Recognition for Quality of Advice Award in 1996 for outstanding planning and service to his clients. Later that year, his achievements in planning and client service ranked him among the top 20% of advisors nationwide.
In 1997, Byron earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation, and began teaching classes about financial planning. His course became one of the most successful in the region which led American Express to promote him into a management position in charge of teaching his own curriculum of strategies to preserve and protect wealth.
The following year he became a District Manager at American Express where he supervised over 30 financial planners. As a result of his dedication to planning, Byron was also invited to join the prestigious Advanced Planner Group of American Express. This group is comprised of the top 8% of financial planners across the country. That same year, Byron was promoted to Associate Vice President in charge of advisor development.
In 2001, Byron became a Regional Vice President in charge of the Southeastern United States with The Legend Group, a subsidiary of Waddell and Reed.
He later founded his own investment planning firm, Studdard Financial with offices in Tennessee and Florida.
Byron is listed in the "Guide to America's Best Financial Planners" by the Consumers Research Council of America (www.consumersresearchcncl.org), an independent research company.
In 2008, Byron formed a strategic partnership with First Security Capital Management, LLC as a Senior Portfolio Manager. Byron brings a wealth of knowledge and experience to First Security Capital Management, LLC.
...
To view Byron Studdard's brochure supplement click here.
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