Experience

Beaird Harris

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager & Partner

  • Apr 2015 - Present

  Dallas/Fort Worth Area Jimmy advises high net worth families in building customized plans around wealth accumulation, distribution, and multigenerational transfer needs. He has vast experience in retirement income strategy, tax efficiency, risk management, asset protection, philanthropic, trust and estate planning. Jimmy's highest priorities are his ethics and transparency with his clients. He understands the tremendous responsibility and integrity required to oversee a family's personal wealth. The most… Show more Jimmy advises high net worth families in building customized plans around wealth accumulation, distribution, and multigenerational transfer needs. He has vast experience in retirement income strategy, tax efficiency, risk management, asset protection, philanthropic, trust and estate planning. Jimmy's highest priorities are his ethics and transparency with his clients. He understands the tremendous responsibility and integrity required to oversee a family's personal wealth. The most rewarding aspect of his career are the long-standing relationships he builds with his clients. When a family trusts him as an advisor, he gives them the same focus and attention he would to his own family. He has a strong Christian faith and sees his financial planning practice as his ministry to families to preserve and protect their legacy. Jimmy received his Bachelor of Business Administration degree from the University of Texas at Austin in 1998 where he majored in Finance with Minors in Accounting and Economics. He is a Certified Financial Planner Professional (CFP®) as well as an Accredited Estate Planner (AEP) and Chartered Life Underwriter (CLU). He is a member of the Financial Planning Association and Dallas Estate Planning Council. He is also a Mensa member.

• Wealth Manager

  • Apr 2015 - Dec 2016

  Dallas/Fort Worth Area



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Vice President/Senior Account Executive

  • Jan 2008 - Apr 2015

  Servicing Fidelity clients with greater than $1 million in retail assets. I advise my clients regarding wealth accumulation, distribution and transfer through retirement, income, insurance, estate and tax planning. Primarily working with clients with net worth of 3 million and above.

• Senior Investment Consultant

  • Jan 2006 - Jan 2008

  Regional consultant to Fidelity branch network in Texas and Midwest training financial planning consultants and working with their clients regarding advanced retirement and estate planning strategies.

• Investment Consultant

  • Jul 1998 - Jan 2006