Chris Perry

Financial Advisor helping a select group of families, and small business owners build, manage, preserve, and transition wealth.

Role
Financial Advisor at Edward Jones
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chris Perry

I am a husband of 35 years to my beautiful wife, Sylvia. We have two married sons, and have recently become grandparents for the first time to our grandson, Christopher Michael. We are proud residents of Jersey Village, our little hometown in the middle of the big city.I am an alumnus of the University of Houston, and a supporter of UH athletics. Go Coogs!I love art, especially Impressionism, and am learning to paint. I love music of all kinds, and am learning to play piano.I am also a financial advisor that cares about his clients and the trust they put in me when they entrust me with their investments and allow me to help them acheive their financial goals.I handle investments from IRA\'s to 401k\'s and College savings to Life instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Sep 2003 — Present

    When I decided to become a Financial Advisor I chose Edward Jones, because I would be allowed to serve my clients the way I know is best. I am afforded the privilege, and responsibility of being able to serve my clients in the manner that I choose, because I know my clients needs and wants, and Edward Jones knows I know best how to serve them. I get the best education and support in the business and can use that along with the knowledge of my clients goals to achieve the best results.

Education

  • University of Houston

    Bachelors in Business Administration

    1978 — 1982

Skills

  • Strategic Planning
  • Portfolio Strategies
  • Fixed Annuities
  • Financial Markets
  • Asset Protection Strategies
  • Wealth Management
  • Investment Advisory
  • Accounting
  • Estate and Legacy Strategies
  • Finance

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Chris Perry — Financial Advisor at Edward Jones in Houston, TX, US | Unifers