Beaird Harris Welcomes Jimmy Zimmerman, CFP®, AEP

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Beaird Harris, a Dallas-based independent fee-only Wealth Management and Certified Public Accounting firm, welcomes Jimmy Zimmerman, CFP®, AEP to its team of Integrated Wealth Managers.

Jimmy brings over 17 years of experience with one of the largest financial service firms in the country, Fidelity Investments. During 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 PlannerTM Professional (CFP®) as well as an Accredited Estate Planner (AEP) and Chartered Life Underwriter (CLU). He is a member of the Financial Planning Association, Dallas Estate Planning Council and Mensa.

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 his own family. He has a strong Christian faith and sees financial planning as part of his ministry to families, helping to preserve and protect their legacy.

About Beaird Harris
Beaird Harris is a Fee-Only Integrated Wealth Management and Certified Public Accounting Firm providing independent and objective financial planning and wealth management solutions. We combine our wealth management services with proactive tax, accounting and business consulting services based on our belief that all facets of financial life are best served when viewed comprehensively and with the desired outcome of a fully coordinated solution. In the current environment of much higher tax rates, we focus on tax-efficient investing and maximizing after-tax return.

Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate under the enterprise name of Beaird Harris. The Certified Public Accounting and Integrated Wealth Management firms are completely independent of one another, yet operate in a collaborative team environment. While our clients are in no way required to use both firms, many value the simplicity of working with a single enterprise. All clients indirectly benefit from our association because the two firms share research, knowledge and professional insight.

All client assets are held at Fidelity Investments or Charles Schwab & Co.

Jimmy Zimmerman, CFP®, AEP
Beaird Harris

Beaird Harris Wealth Management, Inc., (“Beaird Harris”) is an independent SEC Registered Investment Adviser and its representatives are in compliance with the current filling requirements imposed upon SEC Registered Investment Advisers by those states in which Beaird Harris maintains clients. This press release and any other marketing materials are only intended for investors residing in states in which Beaird Harris is qualified and registered to provide investment advisory services. These materials should not be viewed as a substitute for personalized investment advice. Beaird Harris marketing materials should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Beaird Harris. Pas performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Please contact Beaird Harris to find out if our firm is qualified to provide investment advisory services in the state where you reside. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

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Jimmy Zimmerman
Beaird Harris Wealth Management, Inc.

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