John "JB" Birney
John "JB" Birney has more than 38 years of experience as a Financial Advisor working extensively with business owners, individuals, and families. As an Investment Advisor Representative with United Planners, JB enjoys problem-solving with clients and helping them face the many challenges of investing and preserving their wealth in today’s ever-changing world. He is a passionate financial educator: bettering client lives through proper planning.
JB enjoys making his clients’ money work hard. He is passionate about helping them achieve their goals using traditional investments (Stocks, Bonds, & Mutual Funds), annuities, life insurance, alternative investments, and separately managed (fee-based) accounts. In 2019, JB created and implemented a simplified two-page financial planning process called “M.A.P.S.” By customizing an "Asset-Map" with clients, this helps to clarify the financial picture and chart their progress in meeting their unique financial goals.
JB is a past Chair of the St. Johns County Chamber of Commerce and a 2007 graduate of the Northeast Florida Regional Leadership Academy, which represents seven counties in Northeast Florida. He held a gubernatorial appointment from Governor Charlie Crist to the board of The Early Learning Coalition of Putnam and St. Johns Counties. Always passionate about quality early learning, JB now sits as (Interim) Board Chair of the Early Learning Coalition of Flagler & Volusia. He is proudest of his involvement in promoting early literacy and helping to bring the Dolly Parton Imagination Library to Flagler County!
Many know JB as a local radio personality for 20+ years, from his long-running show “Good Morning Americana” on Flagler College Radio. An avid Florida Gator sports fan, JB also enjoys live music shows, swimming, golf, and baseball. Since 1997, he has resided in Palm Coast with his wife Gail and their 2 dogs. They have three grown children who all graduated from Flagler Palm Coast High School and attended the University of Central Florida. In 2016, "Grandparenthood" began for JB & Gail…the count is now at three, and it is awesome!
