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.

Blog

Beaird Harris Appoints Three New Partners

Beaird Harris

Beaird Harris, a nationally-recognized Certified Public Accounting and fee-only Wealth Management Firm, welcomes Ginnie Baker, Clint Dunn and Ameerah Morsy to its team of partners.

“We are excited to share the news of the firm’s expanded partner group,” said Pat Beaird, Co-Founder of Beaird Harris. “The additional ownership continues to position Beaird Harris to remain independent and to carry on our services for many generations to come. Our new partners exemplify a passion for excellence and an unyielding commitment to quality, integrity and living our values.”

About the New Partners

Ginnie Baker, CFP®Ginnie is a Wealth Manager and Partner with Beaird Harris Wealth Management, LLC.  She has been with the firm since 2015. Read More

Clint Dunn, CFP® Clint is a Partner and serves as Chief Compliance Officer for Beaird Harris Wealth Management, LLC. He is also a leader in Communications, Experience and Technology.  He has been with the firm since 2007. Read More

Ameerah Morsy, CPAAmeerah is a Partner and Tax Advisor with Beaird Harris, PLLC.  She has been with the firm since 2012. Read More

About Beaird Harris

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, investment management, financial planning, family office 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.

Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beaird Harris Wealth Management, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Beaird Harris Wealth Management, Inc.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Beaird Harris Wealth Management, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Beaird Harris Wealth Management, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

Share This
Share on facebook
Share on twitter
Share on linkedin
Share on email
schedule call

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.