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 Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday.
We’ll reopen on Monday, November 28th at 8:30am.
Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am.
Beaird Harris will be closed Monday, January 2nd in observance of the New Year.
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.
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.
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12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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