Dallas, TX – May 8, 2024 – Ginnie Baker, Partner at Beaird Harris Wealth Management, LLC (“Beaird Harris”) has been named one of Financial Advisor magazine’s Young Advisors to Watch in 2024. This distinction recognizes emerging leaders in the financial advisory sector who have shown exceptional promise, expertise, and dedication to their profession.
As a Partner at Beaird Harris, Ginnie has established herself as a trusted advisor in serving high-net-worth individuals and families and has developed a specialty in serving the healthcare industry. Ginnie’s approach involves guiding clients through intricate financial decisions, providing education about investments, insurance, estate planning, employee benefits, and retirement plans, and she works with clients to coordinate, implement, and monitor their financial plans.
Pat Beaird, Managing Partner at Beaird Harris Wealth Management, comments, “Ginnie embodies the core values of our firm, always going above and beyond to deliver outstanding service and support to clients and colleagues alike. Her passion for helping others achieve their financial goals is exactly what we strive for, and Ginnie sets a great example! Ginnie’s inclusion on this prestigious list not only reflects her individual success, but also speaks volumes about the caliber of talent we have here at Beaird Harris.”
For more information about Ginnie Baker visit https://bh-co.com/team/ginnie-baker/
To view the Financial Advisor magazine article visit https://www.fa-mag.com/news/young-advisors-to-watch-in-2024-77780.html
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, business advisory, investment management, financial planning, risk management, estate planning and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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.
For media inquiries, please contact:
Clint Dunn, CFP®, IAACP®
Beaird Harris Wealth Management, LLC
Phone: (972) 503-1040
Email: ClintD@bh-co.com
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees is available here.
Beaird Harris did not pay fees to be considered.
Discover how Bitcoin ETFs are simplifying investment options in our latest update. Our investment committee outlines the process of incorporating Bitcoin ETFs into portfolios for…
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to…
Beaird Harris is pleased to welcome three new partners: Nathan Biggs, Matt Edrington and Matt Skinner, to its public accounting practice, signifying the Firm’s continued…
We’ll help you get started and learn more about Beaird Harris.
