The University of Texas at Austin
BBA, Finance in 1998
- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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Our Team ⟶
Jimmy Zimmerman
Jimmy Zimmerman, AEP, CFP®
Partner
Wealth Manager | Individuals, Families & Business Owners
With Beaird Harris Since 2015
Biography
Meet
Jimmy
Jimmy joined Beaird Harris in early 2015 and has been a practicing advisor since 1998. He spent his first 17 years in the industry with one of the largest financial service firms in the country, Fidelity Investments. In his time at Fidelity he served in a number of roles including Regional Trainer to advisors on advanced financial planning concepts and strategies. Most recently, he spent eight years as a Vice President in Fidelity’s Private Client Group. In this capacity, he advised high net worth families in building customized plans around wealth accumulation, distribution and multigenerational transfer needs. He has vast experience in retirement income strategy, tax efficiency, risk management, asset protection, philanthropic, trust and estate planning.
Jimmy received his Bachelors of Business Administration degree from the University of Texas at Austin in 1998 where he majored in Finance with Minors in Accounting and Economics. He is a Certified Financial Planner® Professional (CFP®) as well as an Accredited Estate Planner (AEP) and Chartered Life Underwriter (CLU). He is a member of the Financial Planning Association and Dallas Estate Planning Council. He is also a Mensa member.
Jimmy’s highest priorities are his ethics and transparency with his clients. He understands the tremendous responsibility and integrity required to oversee a family’s personal wealth. The most rewarding aspect of his career are the long standing relationships he builds with his clients. When a family trusts him as a planner he gives them the same focus and attention he would to his own family. He has a strong Christian faith and sees his financial planning practice as his ministry to families to preserve and protect their legacy.
Education
Certifications & Training
Certified Financial Planner (CFP)
CFP Board
Accredited Estate Planner (AEP)
National Association of Estate Planners & Councils
Chartered Life Underwriter (CLU)
Certification Committee of the Board of Trustees of The American College
Mensa Member
American Mensa
Memberships & Involvement
Financial Planning Association
Dallas Estate Planning Council
Gateway Church
Executive Committee
Investment Committee
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“Those who are trusted as stewards of such an important work must show that they are worthy of that trust.”
- 1 Corinthians 4:2
Outside of Work
Beyond the Office
Family
Jimmy and wife, Tarrah, enjoy spending time with their six children - Anna, Serene, Ben, Rivers, Patience and Eva.
Born & Raised
Ft. Worth, TX Keller, TX
Fun Fact
Related to Sam Houston and Davy Crockett….a true Texan!
Let's Talk
Schedule an Introductory Call With Jimmy
A conversation, not a pitch. Jimmy will ask about your situation, answer your questions, and give you a straight answer on whether we are a good fit.
Schedule an Introductory Call with
Jimmy
Meet the rest of the team
You are a client of the entire firm, not one person.
