Biography

Carey joined Beaird Harris in 2019 as a Financial Planner.  She focuses primarily on producing and updating financial plans.  She is a point of contact for all financial planning matters, including goal planning, risk management, tax planning, education planning and asset allocation.  Carey finds great success in simplifying complex matters.  She works closely with clients to establish and prioritize their action steps and communicates with them regularly, striving to ensure they stay on track to accomplish their financial goals.

Carey received her Bachelor of Science and Master of Science degrees in Personal Financial Planning from Texas Tech University.  She is also a Certified Financial Planner™ professional

Carey Yeary
Financial Planner

CFP®

Connect

CareyY@bh-co.com
972-383-0502

Education 
B. S., Texas Tech University
M.S., Texas Tech University
Certifications / Licenses 
Certified Financial Planner (CFP®)
Involvement 
Financial Planning Association
Dallas Estate Planning Council
Texas Tech University Personal Financial Planning Alumni Advisory Board
Kappa Alpha Theta Dallas Alumnae Chapter
Prior Experience 
Quest Capital Management, Inc.
Born & Raised 
Lampasas, Texas
Family 
Carey and her fiancé, Matthew, will be married in January 2020.
Favorite 
Sports: Texas Tech football and basketball
Fun Fact 
My great-uncle was a secret service agent for President Lyndon B. Johnson. He often spent Christmas with the Johnson family and even got to go for a joyride in LBJ’s famous amphibious car.
Favorite Quote 

"The man who does not work for the love of work but only for the money is not likely to make money nor find much fun in life."
– Charles Schwab