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Chase Perry

Wealth Manager
CFP®

Chase Perry, CFP®

Wealth Manager

Chase joined Beaird Harris’s Wealth Management Team in early 2020.  He works with high net worth individuals and families, leading them through all aspects of the investment management and financial planning process. His areas of expertise include tax efficiency, risk management, asset protection and charitable, trust and estate planning. He routinely meets with clients, advisors, and a myriad of professionals to help coordinate and implement effective planning strategies.

A native Dallasite, Chase enjoys engaging with clients through his strong network of relationships, and takes pride in helping them define their goals and ensuring they have a sound financial plan. His objective is to properly educate his clients so that they feel confident in their financial decisions, many of which can have a life-long impact.

Prior to joining Beaird Harris, Chase spent more than a decade with one of the largest financial service firms in the country, Fidelity Investments. He began his career at Fidelity’s Westlake Regional Campus before moving to the Plano Investor Center, and held roles with progressive responsibility ultimately leading to his position as Vice President and Financial Consultant.

Chase received a Bachelor of Science in Communication from Texas Christian University in 2007, where he was a four-year letterman in baseball, three-time All-Academic Team Award and four-time Conference Championship Award Winner. He is a Certified Financial PlannerTM with Series 7 and 66 licenses.

Connect

ChaseP@bh-co.com
972-383-0572

Education

B.S.,Texas Christian University

Certifications / Licenses

Certified Financial Planner, CFP®

Involvement

Gateway Church

Recognition

N/A

Years at Beaird Harris

1 Years

Prior Experience

Fidelity Investments

Born & Raised

Dallas, TX

Family

Married to wife Lauren who is a commercial real estate broker for JLL. 2 daughters, Emma and Elyse

Favorite

Movie: Tombstone

Fun Fact

Descendant of William Wallace “Braveheart”

Favorite Quote

N/A

Biography

Chase joined Beaird Harris’s Wealth Management Team in early 2020.  He works with high net worth individuals and families, leading them through all aspects of the investment management and financial planning process. His areas of expertise include tax efficiency, risk management, asset protection and charitable, trust and estate planning. He routinely meets with clients, advisors, and a myriad of professionals to help coordinate and implement effective planning strategies.

A native Dallasite, Chase enjoys engaging with clients through his strong network of relationships, and takes pride in helping them define their goals and ensuring they have a sound financial plan. His objective is to properly educate his clients so that they feel confident in their financial decisions, many of which can have a life-long impact.

Prior to joining Beaird Harris, Chase spent more than a decade with one of the largest financial service firms in the country, Fidelity Investments. He began his career at Fidelity’s Westlake Regional Campus before moving to the Plano Investor Center, and held roles with progressive responsibility ultimately leading to his position as Vice President and Financial Consultant.

Chase received a Bachelor of Science in Communication from Texas Christian University in 2007, where he was a four-year letterman in baseball, three-time All-Academic Team Award and four-time Conference Championship Award Winner. He is a Certified Financial PlannerTM with Series 7 and 66 licenses.