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Cfp Bill Harris

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Cfp Bill Harris

Co-Founder | BIP Wealth

Alpharetta, Georgia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Bill Harris

Work Experience

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Co-Founder at

BIP Wealth

May 2007 - Present

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Relationship Manager at

Bank of America Pvt Wealth Management

January 2004 - January 2007

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Managing Director at

Charles Schwab

January 2001 - January 2004

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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

mail

****@bipwealth.com

Colleagues

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Andrew Somoza

Vice President of Business Development

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Nathan Smith

Chief Operating Officer

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Eric Cramer

Chief Investment Officer

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Randall Carroll

Chairman of the Board

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Darrick Alford

Chief Financial Officer

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Duncan Meredith

Chief Technology Officer

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Jenni Brown

Chief Marketing Officer

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