Andrea Perryman
Senior Financial Advisor, Senior Vice President-investment Officer @Wells Fargo Advisors
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2011 — Present
Senior Financial Advisor, Senior Vice President-investment Officer @Wells Fargo Advisors
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Help clients plan their financial future by building a team of professionals around their specific needs. Each experience is customized based on the unique situation of the client.
SKILLS
Financial ServicesBusiness-Owner PlanningAsset AllocationMutual FundsRisk ManagementConcentrated Stock Management401(K) RolloversInvestmentsFinanceInsuranceStock AnalysisRelationship ManagementEstate Investment PlanningSecuritiesTax-Efficient StrategiesRetirement SavingsInvestment StrategiesFinancial Analysis
ABOUT ANDREA PERRYMAN
My practice is established around developing customized strategies designed to help…
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