Tra Sullivan, CFA, CFP^®

Tra serves as both Wealth Manager and Chief Investment Officer at Beaird Harris, where he helps high-net-worth individuals, families, and business owners, especially physicians, practice owners, and other healthcare professionals to build and protect their wealth with clarity and confidence. Clients turn to Tra for candid advice, straightforward education, and a steady hand through changing markets and life transitions.

Tra joined Beaird Harris in 2017 after nearly two decades with Fidelity Investments, one of the largest financial services firms in the country. At Beaird Harris, he strongly embraces the firm’s fee-only, fiduciary model and views his most important role as serving as a trusted advisor to clients who have engaged the firm to help them achieve their financial goals.

As Chief Investment Officer, Tra leads the development and oversight of the firm’s investment strategies, emphasizing risk management, tax-efficient portfolio design, and a disciplined, evidence-based approach. In his work with clients, he provides guidance on retirement income strategies, asset allocation, tax-aware investing, risk management, asset protection, and trust and estate planning. He also helps clients understand their investments, estate plans, insurance policies, and employee benefits so they can make informed decisions with confidence.

Tra earned his Bachelor of Business Administration in Finance from the University of North Texas in 1998 and his Master of Business Administration in Finance from the University of Dallas in 2003. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA charterholder.