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 PlannerTM 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.
We’ll help you get started and learn more about Beaird Harris.