COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
Zoey joined Beaird Harris in February 2020 and specializes in tax preparation, tax planning, and consulting for individual and business clients. Zoey graduated with an undergrad from The Minzu University of China and her masters from University of Texas at Dallas.
Beaird Harris, a $1 billion Dallas-based fee-only wealth management firm has been recognized by CNBC as one of 2021’s top 100 financial advisory firms.
At Beaird Harris, one of our primary goals is to provide a successful investment experience. That means more than considering investment returns. It means offering…
Beaird Harris ranked No. 16 in the small companies category (15-99 employees) in Texas Monthly’s annual list of “100 Best Companies to Work for in…
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12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
You don't get just one advisor - you get our whole team!
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