Beaird Harris welcomes Chase Perry, CFP®, former Vice President and Financial Consultant at Fidelity Investments to its team of Wealth Managers

Mar 09, 2020

Beaird Harris

Announcements

Chase Perry joins Beaird Harris, a $1 billion Dallas-based RIA, to serve the wealth management needs of a diverse group of clients, including high net worth individuals and families, businesses and healthcare professionals.

Chase brings more than a decade of experience with one of the largest financial service firms in the country, Fidelity Investments. He began his career at Fidelity’s Westlake Regional Campus before moving to the Plano Investor Center, and held roles with progressive responsibility ultimately leading to his position as Vice President and Financial Consultant.

His professional experience includes leading mass affluent and high net worth clients through all aspects of the investment management and financial planning process, and managing teams of financial professionals in their service to clients. In this capacity, he helped families build customized plans around wealth accumulation, distribution and multi-generational transfer needs. He also has vast experience in retirement income strategy, tax efficiency, risk management, asset protection and philanthropic, trust and estate planning.

Chase received a Bachelor of Science in Communication from Texas Christian University in 2007, where he was a four-year letterman in baseball, three-time All-Academic Team Award and four-time Conference Championship Award Winner. He is a Certified Financial Planner^TM with Series 7 and Series 66 licenses.

About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.

Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.

Beaird Harris & Co., P.C. is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

DISCLOSURE: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beaird Harris Wealth Management, LLC -“Beaird Harris”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Beaird Harris. Please remember that if you are a Beaird Harris client, it remains your responsibility to advise Beaird Harris, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Beaird Harris is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of Beaird Harris’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Beaird Harris does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Beaird Harris web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Beaird Harris welcomes Chase Perry, CFP®, former Vice President and Financial Consultant at Fidelity Investments to its team of Wealth Managers

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