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Cfp Bill Harris
Cfp Bill Harris
Co-Founder | BIP Wealth
Alpharetta, Georgia, United States
Cfp Bill Harris
Summary
Bill Harris is a seasoned financial professional and co-founder of BIP Wealth, LLC, where he leads innovative wealth management strategies. With a robust background in asset allocation and investment advisory, he focuses on both creating and managing wealth for high net worth individuals. Bill's approach is driven by science-based investment methodologies and a commitment to transparency and client engagement. He has cultivated one of the Southeast's leading private equity practices, emphasizing the importance of personal relationships and tailored solutions. With an MBA in Personal Financial Planning from Georgia State University and a Bachelor's in Business Administration from Georgia Tech, he combines academic knowledge with practical experience. Bill's leadership experience spans over two decades in the financial services industry, showcasing his adaptability and dedication to excellence in wealth management.
Cfp Bill Harris
Work Experience
Co-Founder at
BIP Wealth
May 2007 - Present
Relationship Manager at
Bank of America Pvt Wealth Management
January 2004 - January 2007
Managing Director at
Charles Schwab
January 2001 - January 2004
Cfp Bill Harris
Education
J. Mack Robinson College of Business, Mba
January 2005 - January 2007
Georgia Institute of Technology, Bachelor Of Science (B.S.)
January 1988 - January 1992
Frequently Asked Questions about Cfp Bill Harris
What is Cfp Bill Harris email address?
Cfp Bill Harris's primary email address is ****@bipwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Bill Harris work for?
Cfp Bill Harris is a Co-Founder at BIP Wealth, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Bill Harris graduated from?
Cfp Bill Harris holds a degree in Personal Financial Planning from J. Mack Robinson College of Business.
How can I directly contact Cfp Bill Harris?
To contact Cfp Bill Harris directly, you can use the email address ****@bipwealth.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Bill Harris?
Bill Harris is a seasoned financial professional and co-founder of BIP Wealth, LLC, where he leads innovative wealth management strategies. With a robust background in asset allocation and investment advisory, he focuses on both creating and managing wealth for high net worth individuals. Bill's approach is driven by science-based investment methodologies and a commitment to transparency and client engagement. He has cultivated one of the Southeast's leading private equity practices, emphasizing the importance of personal relationships and tailored solutions. With an MBA in Personal Financial Planning from Georgia State University and a Bachelor's in Business Administration from Georgia Tech, he combines academic knowledge with practical experience. Bill's leadership experience spans over two decades in the financial services industry, showcasing his adaptability and dedication to excellence in wealth management.
Cfp`s contact details
****@bipwealth.com
Colleagues
Vice President of Business Development
Chief Operating Officer
Chief Investment Officer
Chairman of the Board
Chief Financial Officer
Chief Technology Officer
Chief Marketing Officer