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.
Tai joined Beaird Harris in April 2023. Prior to coming on board, his previous 19 years were spent with one of the largest financial services firm in the country, Fidelity Investments. His first few years were based at the Westlake Regional Center where he served a number of different roles that helped him become well-rounded in the financial services industry. The next phase of his career at Fidelity was at the Plano Investor Center where he was a financial advisor for over a decade. His most recent role was a Vice President, Financial Consultant where he partnered with high net worth families in building customized financial plans. In that role, he worked with over 350 families and helped manage almost $1 billion in assets. His areas of expertise include investment strategies, retirement income planning, tax efficiency, and estate planning.
Tai received his Bachelor of Business Administration in Finance from the University of North Texas in 2003. He also received his Master of Business Administration in Finance from UNT in 2007. He is a Certified Financial PlannerTM (CFP®) as well.
Tai’s calling as a financial advisor came about during his early college years when he attended a meeting between his parents and their own financial advisor. As first-generation immigrants, their English was not great so Tai was simply there as a translator. However, seeing how that advisor was able to help Tai’s parents as if they were his own really left a life-long impression on him. That meeting eventually started Tai down the path to become a financial advisor, and he cares for his clients as if they were his own parents now.
Biography
Tai joined Beaird Harris in April 2023. Prior to coming on board, his previous 19 years were spent with one of the largest financial services firm in the country, Fidelity Investments. His first few years were based at the Westlake Regional Center where he served a number of different roles that helped him become well-rounded in the financial services industry. The next phase of his career at Fidelity was at the Plano Investor Center where he was a financial advisor for over a decade. His most recent role was a Vice President, Financial Consultant where he partnered with high net worth families in building customized financial plans. In that role, he worked with over 350 families and helped manage almost $1 billion in assets. His areas of expertise include investment strategies, retirement income planning, tax efficiency, and estate planning.
Tai received his Bachelor of Business Administration in Finance from the University of North Texas in 2003. He also received his Master of Business Administration in Finance from UNT in 2007. He is a Certified Financial PlannerTM (CFP®) as well.
Tai’s calling as a financial advisor came about during his early college years when he attended a meeting between his parents and their own financial advisor. As first-generation immigrants, their English was not great so Tai was simply there as a translator. However, seeing how that advisor was able to help Tai’s parents as if they were his own really left a life-long impression on him. That meeting eventually started Tai down the path to become a financial advisor, and he cares for his clients as if they were his own parents now.
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12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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