Advisory Panel Member Profile

Mike Bard
Fidelity Investments
Vice President & Senior Account Executive

Areas of Expertise:
Customer Experience Strategy, Your Customers, Their Journey, Customer-Focused Innovation, Customer First Culture, Principles of Customer ​Relationship Building

Mike Bard serves as Wealth Management Advisor with Fidelity Investments in the North Houston area.  He partners with families to help make smart sound financial decisions.  He has worked for over 23 years with families on areas including investment management, estate planning, tax management, charitable giving and multi-generational planning.  

Mike earned is BS in Biology and Chemistry from the University of North Texas.  He later completed his MBA with a specialization in Financial Planning at the University of Dallas.  He has been a CFP® (Certified Financial Planner™) for over 16 years.

Customer experience is something near and dear to his heart.  His first impressions came at the early age of 15 when he began to work in his father’s optometry practice.  He went on to gain experience in the hospitality industry in and after college as a bartender at Dave and Busters where he learned first-hand serving Buster himself.
Mike is very excited to join the UH Advisory board and bring his passions for customer experience to others.

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