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Kylie Lanning

Kylie Lanning

Operations
FPQP™

Kylie Lanning, FPQP™

Operations

Kylie Lanning joined Beaird Harris in 2016 as a member of our Client Service Team. In this capacity, she works closely with clients, their advisors and their financial custodians to ensure the day-to-day needs of clients are met, including opening new accounts, facilitating client deposits and disbursements, executing portfolio trades, and helping prepare quarterly reports. She is responsible for coordinating client appointments, processing client documents and paperwork, and monitoring workflows to ensure timely and accurate completion.

Prior to joining Beaird Harris, Kylie spent nearly eight years with a fellow Zero Alpha Group (“ZAG”) member firm, TCI Wealth Advisors based out of Reno, Nevada. She received her Registered Paraplanner (“RP®”) designation from the College for Financial Planning.

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Education

College for Financial Planning

Certifications / Licenses

Registered Paraplanner
Notary Public, State of Texas

Involvement

N/A

Recognition

N/A

Years at Beaird Harris

4 Years

Prior Experience

Duncan Financial
TCI Wealth Advisors

Born & Raised

California
Nevada

Family

Kylie and husband, Ryan, have a dog named Chloe.

Favorite

Hobby: Reading

Fun Fact

N/A

Favorite Quote

N/A

Biography

Kylie Lanning joined Beaird Harris in 2016 as a member of our Client Service Team. In this capacity, she works closely with clients, their advisors and their financial custodians to ensure the day-to-day needs of clients are met, including opening new accounts, facilitating client deposits and disbursements, executing portfolio trades, and helping prepare quarterly reports. She is responsible for coordinating client appointments, processing client documents and paperwork, and monitoring workflows to ensure timely and accurate completion.

Prior to joining Beaird Harris, Kylie spent nearly eight years with a fellow Zero Alpha Group (“ZAG”) member firm, TCI Wealth Advisors based out of Reno, Nevada. She received her Registered Paraplanner (“RP®”) designation from the College for Financial Planning.