Biography

Tra brings over 17 years of experience with one of the largest financial service firms in the country, Fidelity Investments. In his time at Fidelity he served in a number of roles including Senior Investment Consultant, Senior Relationship Officer for Fidelity’s High-Net worth clients. Most recently, he spent over two years as a Regional Sales Director in Fidelity’s Managed Account Solutions group.  In this capacity, he managed a team of Investment Consultants that supported three regional markets (Midwest, North Central, and Texas).  He has vast experience in retirement income strategy, tax efficient investing, risk management, asset protection, and trust and estate planning.

Tra received his Bachelors of Business Administration degree from the University of North Texas in 1998 where he majored in Finance and his Master of Business Administration, also in Finance, from the University of Dallas in 2003.  Tra is also a Certified Financial PlannerTM Professional (CFP®).

Tra Sullivan
Wealth Manager

CFP®

Connect

TraS@bh-co.com
972-383-0578

Education 
B.B.A., University of North Texas
M.B.A., University of Dallas
Certifications / Licenses 
Investment Advisor Representative
Certified Financial Planner (CFP)
Involvement 
Zero Alpha Group
Years at Beaird Harris
1 Years
Prior Experience 
Fidelity Investments
Born & Raised 
North Texas
Family 
Tra and wife, Wendy, enjoy spending time with their four children - Macey, Addison, Preston and Pierson.
Favorite 
Vacation as a Family - Snow Skiing!
Favorite Quote 

“Many plans are in a man’s heart, but the counsel of the LORD will stand.”
- Proverbs 19:21