Beaird Harris Advisors Recognized as Five Star Wealth Managers

Texas Monthly 2019 5 Star Wealth Managers

Beaird Harris Advisors Recognized as Five Star Wealth Managers

Beaird Harris has been recognized in the Five Star Wealth Manager award program with ten wealth managers included as 2019 winners. Featured advisors are highlighted in the July edition of Texas Monthly.

  • Paula Allgood, CPA
  • Pat Beaird, CPA, PFS
  • Clint Dunn, CFP®
  • Donald B. Harris, CPA
  • John Hetzel, AIFA®, CFA, CFP®
  • Jacob B. King, CFP®
  • Steven M. Lugar, CFP®
  • Tra Sullivan, CFP®, CFA®
  • Justin Watson, CPA, PFS, CFP®
  • Jimmy Zimmerman, AEP, CFP®

At Beaird Harris, we are proud of our accomplishments and industry recognition; however, we never forget that the true measure of our success is the peace of mind our clients enjoy. Our integrated approach to tax and wealth management allows our clients to focus on the things that matter most: living a happy, healthy and meaningful life.

Recognition Requirements

Texas Monthly and Five Star Professionals partner to create this annual listing. Each year, Five Star Professionals includes their eligibility and evaluation criteria in the final listing published in the July issues of Texas Monthly. Beaird Harris did not pay a fee for its advisors to receive this award, and Beaird Harris has paid no fees to the publication to promote this award. Beaird Harris advisors were nominated, and Beaird Harris verified data and information to confirm receipt of this award.


Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should 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, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Beaird Harris Wealth Management by any of their clients. ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognition, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at

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