2019 Five Star Wealth Managers
Recently, Bill Harris, CFP®, co-founder of BIP Wealth, and Jim Poole, CFP®, a personal wealth adviser in BIP Wealth’s Professional Baseball Division, received the 2019 Five Star Wealth Manager Award which recognizes outstanding investment professionals in the Atlanta area. The Five Star Wealth Manager award is administered by Five Star Professional in partnership with Atlanta Magazine. The award is given annually to wealth managers who satisfy ten objective evaluation and eligibility criteria associated with providing excellent service, such as client retention rates, industry designations and assets under management.
“We are very pleased by this recognition and believe that Jim—as well as our entire staff of personal wealth advisers—exemplify what our firm has set out to achieve from its inception: to offer the very best in wealth management services,” said Harris.
A Deep Bench for Advising Athletes
While this marks Bill’s eighth year as a Five Star Wealth Manager, it is Jim’s first time to be recognized. But that isn’t to say the former professional baseball player isn’t used to rising to the top of a competitive peer group. He was drafted by the Los Angeles Dodgers while still at Georgia Tech, and went on to pitch as a World Series reliever with the Cleveland Indians in 1995, amassing more than 430 appearances in a professional career spanning twelve years.
Today, Jim combines his passion for baseball, love for coaching, and more than eleven years of financial services expertise to help professional athletes navigate the potential double-edged sword of athletic success. Not only can Jim relate to players from the perspective of experience, he is also a member of the Major League Baseball Pension Committee. Jim and his fellow BIP Baseball Division advisers – who include a former All-American player from Georgia Tech and a former player with the Baltimore Orioles organization – provide a deep bench of financial knowledge, concierge service, and accrued wisdom to help BIP Wealth’s professional baseball players set and achieve their financial goals.
To connect with Bill or Jim about your financial goals – or to engage with any of BIP’s outstanding personal wealth advisers – start the conversation here.