Wealth Manager And Partner
Current
Aug 2021 - Present
AeroLeads people directory · profile
Chase Perry, Cfp® Email & Phone Number
Partner at Beaird Harris (972) 383-0572
at
Beaird Harris
1 work email found
@bh-co.com
1 phone found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Beaird Harris (972) 383-0572
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Chase Perry, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chase Perry, Cfp® is listed as Partner at Beaird Harris (972) 383-0572 at Beaird Harris, a company with 61 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at bh-co.com, phone signal with area code 617, and a matched LinkedIn profile for Chase Perry, Cfp®.
Chase Perry, Cfp® previously worked as Wealth Manager and Partner at Beaird Harris and Wealth Manager at Beaird Harris. Chase Perry, Cfp® holds Bachelors, Communications from Texas Christian University.
Company email context
Email format at Beaird Harris
This section adds company-level context without repeating Chase Perry, Cfp®'s masked contact details.
*@bh-co.com
71% confidence
AeroLeads found 1 current-domain work email signal for Chase Perry, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Chase Perry, Cfp®
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.Beaird Harris, PLLC is a Certified Public Accounting Firm.Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
Listed skills include Series 7, Series 66, and Insurance.
Current workplace
Chase Perry, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Beaird Harris
8 roles · 18 years
Chase Perry, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Chase works with high net worth individuals and families, leading them through all aspects of the investment management and financial planning process. His areas of expertise include tax efficiency, risk management, asset protection and charitable, trust and estate planning. He routinely meets with clients, advisors, and a myriad of professionals to help.
Mar 2020 - Jul 2021
Financial Consultant
Sep 2014 - Mar 2020
Investments Representative
Jan 2012 - Sep 2014
Financial Representative
Aug 2011 - Jan 2012
High Opportunity Investment Representative
2010 - 2011
~1 yr
Financial Service Trading
2009 - 2010
~1 yr
Operations Specialist
2008 - 2009
~1 yr
Team & coworkers
Colleagues at Beaird Harris
Other employees you can reach at bh-co.com. View company contacts for 61 employees →
AA
Asma A.
Colleague at Beaird Harris
Dallas-Fort Worth Metroplex, United States
View →
SW
Sarah West
Colleague at Beaird Harris
Mckinney, Texas, United States, United States
View →
DB
Dr. Brittany Guillory
Colleague at Beaird Harris
United States, United States
View →
AM
Ameerah Morsy, Cpa
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
MS
Matt Skinner, Cpa
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
PN
Polly Nowell
Colleague at Beaird Harris
Allen, Texas, United States, United States
View →
KJ
Kristen Jones
Colleague at Beaird Harris
Dallas, Texas, United States, United States
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SG
Sheri Garcia, Pace
Colleague at Beaird Harris
Arlington, Texas, United States, United States
View →
AC
Angie Culp, Cap, Om, Pace
Colleague at Beaird Harris
Dallas-Fort Worth Metroplex, United States
View →
TC
Tai Chu, Cfp®
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
Asma A.
Colleague at Beaird Harris
Dallas-Fort Worth Metroplex, United States
View →
SW
Sarah West
Colleague at Beaird Harris
Mckinney, Texas, United States, United States
View →
DB
Dr. Brittany Guillory
Colleague at Beaird Harris
United States, United States
View →
AM
Ameerah Morsy, Cpa
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
MS
Matt Skinner, Cpa
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
PN
Polly Nowell
Colleague at Beaird Harris
Allen, Texas, United States, United States
View →
KJ
Kristen Jones
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
SG
Sheri Garcia, Pace
Colleague at Beaird Harris
Arlington, Texas, United States, United States
View →
AC
Angie Culp, Cap, Om, Pace
Colleague at Beaird Harris
Dallas-Fort Worth Metroplex, United States
View →
TC
Tai Chu, Cfp®
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
2 education records
Chase Perry, Cfp® education
Bachelors, Communications
High School Diploma
Lakehill Preparatory School
FAQ
Frequently asked questions about Chase Perry, Cfp®
Quick answers generated from the profile data available on this page.
What company does Chase Perry, Cfp® work for?
Chase Perry, Cfp® works for Beaird Harris.
What is Chase Perry, Cfp®'s role at Beaird Harris?
Chase Perry, Cfp® is listed as Partner at Beaird Harris (972) 383-0572 at Beaird Harris.
What is Chase Perry, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bh-co.com for Chase Perry, Cfp® at Beaird Harris.
What is Chase Perry, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Chase Perry, Cfp® at Beaird Harris.
Where is Chase Perry, Cfp® based?
Chase Perry, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Beaird Harris.
What companies has Chase Perry, Cfp® worked for?
Chase Perry, Cfp® has worked for Beaird Harris and Fidelity Investments.
Who are Chase Perry, Cfp®'s colleagues at Beaird Harris?
Chase Perry, Cfp®'s colleagues at Beaird Harris include Asma A., Sarah West, Dr. Brittany Guillory, Ameerah Morsy, Cpa, and Matt Skinner, Cpa.
How can I contact Chase Perry, Cfp®?
You can use AeroLeads to view verified contact signals for Chase Perry, Cfp® at Beaird Harris, including work email, phone, and LinkedIn data when available.
What schools did Chase Perry, Cfp® attend?
Chase Perry, Cfp® holds Bachelors, Communications from Texas Christian University.
What skills is Chase Perry, Cfp® known for?
Chase Perry, Cfp® is listed with skills including Series 7, Series 66, and Insurance.
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