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Beaird Harris - Top 100 Financial Advisors 2023

Beaird Harris, based in Dallas, TX, is ranked No. 7 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

US in the news: IQ-EQ bolsters private wealth operation

Emigrant Partners Announces Strategic Minority Investment in Beaird Harris Wealth Management

Paula Allgood becomes Managing Partner of Beaird Harris, PLLC following co-founder Pat Beaird after 33 years

Paula Allgood becomes Managing Partner of Beaird Harris, PLLC following co-founder Pat Beaird after 33 years Share Article Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm based in Dallas, TX, has announced that Paula Allgood, CPA, has transitioned to Managing Partner of the Firm’s Certified Public Accounting practice, a position formerly held by founder Pat Beaird, CPA, PFS, for the past 33 years. While Paula takes the helm of the CPA firm, Pat Beaird will remain actively engaged in the CPA firm and maintains his position as Managing Partner of the firm’s Wealth Management affiliate, Beaird Harris Wealth Management.

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