Bill Harris, CFP®

Bill has spent 30+ years in the financial services industry. When he realized at Georgia Tech that he was not going to be a Major League Baseball player, he shifted his focus to working in a career of investments and financial planning. He enjoys solving problems, working with clients, and leading a team. Bill has high expectations and aspirations to see BIP Wealth grow into becoming one of the premier wealth management firms in the Southeast.

When Bill is not in the office, you will find him coaching on a field or court. He pours into the community by mentoring young men, especially on the travel baseball teams he has coached over the years. He is heavily involved at First Baptist Church of Alpharetta, where his family has been attending for 10+ years. Bill was born and raised in Atlanta, so he has a diehard love for Georgia Tech and the Atlanta Braves.

Bill currently resides in the Milton area with his wife, Megan, and their four children.

Education

• Masters of Business Administration – J. Mack Robinson School of Business, Georgia State University
• Bachelor of Science – College of Management, Georgia Institute of Technology

Prior Professional Experience

• Managing Director of Private Client Services – Charles Schwab & Co.
• Relationship Manager and Business Development Officer – U.S. Trust

Associations and Affiliations

• Georgia Tech Baseball Letterwinner’s Club
• Junior Achievement of Georgia
• Former President – Financial Planning Alumni Association at Georgia State University
• Five Star Wealth Manager 2012 – 2024
• Finance Chairman, First Baptist Church of Alpharetta
• Travel Baseball Coach, Georgia Bombers 12U Franchise Club

Licenses and Registrations

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Series 65, Investment Advisor Representative
• Certification – Cannon Trust School