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 is closed on Thursday, February 24th due to inclement weather.
During this time our team will be fully available via phone or email should you need assistance.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
Kelly joined Beaird Harris the summer of 2021 as part of the Operations team. She provides assistance with client onboarding, maintenance requests, and works as a liaison with our financial custodians. Prior to joining Beaird Harris, Kelly spent over a decade with Fidelity Investments in a variety of roles. Her primary focus was her partnership with her advisors to assist with their clients wealth planning needs while delivering a high level of service.
Kelly grew up in Indiana where she played college basketball and majored in Business Marketing and Management. She enjoys spending time with family and friends, traveling, and practicing yoga.
Biography
Kelly joined Beaird Harris the summer of 2021 as part of the Operations team. She provides assistance with client onboarding, maintenance requests, and works as a liaison with our financial custodians. Prior to joining Beaird Harris, Kelly spent over a decade with Fidelity Investments in a variety of roles. Her primary focus was her partnership with her advisors to assist with their clients wealth planning needs while delivering a high level of service.
Kelly grew up in Indiana where she played college basketball and majored in Business Marketing and Management. She enjoys spending time with family and friends, traveling, and practicing yoga.
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12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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