Hallye Perkins
Financial Advisor
- Role
- Financial Planner at Ivy Wealth
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner
May 2008 — Present · Dallas, TX, US
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable clients. Hallye\'s analytical aptitude and keen insight have equipped her to utilize the firm\'s extensive research and securities data to personalize each client\'s planning and advisory process. Her experience and education also make her well suited to implement recommendations to the group\'s portfolio-management strategies.A great asset to Smith Conway, Hallye\'s abilities, confident demeanor and unwavering desire to help others enable her to develop strong and lasting client relationships.With a degree in business administration from Rhodes College and a Masters in Accountancy from Southern Methodist University, Hallye holds numerous securities registrations with FINRA as well as a Group I Life and Health Insurance License with the State of Texas. Hallye is active in community organizations, sharing her time as well as financial knowledge. She is a key member of Polish; a faith based professional women\'s organization in Dallas and also serves on the Board of Directors of the Southern Methodist University Mustang Club.If you have questions please email me at h••••••••@financialguide.com.
Education
Southern Methodist University - Cox School of Business
Masters of Accounting
Southern Methodist University
Certificate in Financial Planning
Rhodes College
Business Administration
Skills
- Financial Planning
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