Andrea Perryman

Andrea Perryman Email and Phone Number

Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Andrea Perryman's Location
Dallas-Fort Worth Metroplex, United States
Andrea Perryman's Contact Details

Andrea Perryman work email

Andrea Perryman personal email

n/a
About Andrea Perryman

My practice is established around developing customized strategies designed to help clients reach their financial goals. By developing a plan I am able to show how these goals may be achieved. It gives people confidence to know that we have a living document that is being updated as life changes and we know how these changes impact our financial future. I earned my undergraduate degree in financial analysis from Louisiana State University with minors in both French and International Studies. I hold my Series 7 and Series 66 registrations. I am currently accepting new clients and appreciate your referrals. Please contact me by email, Andrea.Perryman@wellsfargo.com, or by phone, 972-341-8819. I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of CA, CO, FL, GA, HI, IA, IL, KY, MA, MI, MN, MO, NC, NV, NY, OH, OK, TX, VA, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Andrea Perryman's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Andrea Perryman Work Experience Details
  • Wells Fargo Advisors
    Senior Financial Advisor, Senior Vice President-Investment Officer
    Wells Fargo Advisors Jan 2011 - Present
    4000 Legacy Drive Plano, Tx 75024
    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.
  • Jpmorgan Chase
    Financial Advisor Vice President-Investments
    Jpmorgan Chase Sep 2005 - Jan 2011
    Mckinney, Tx
  • Morgan Stanley
    Financial Advisor Vice President-Investments
    Morgan Stanley Jun 2003 - Sep 2005

Andrea Perryman Skills

Investments Financial Analysis Finance Asset Allocation Insurance Securities Investment Strategies Concentrated Stock Management Mutual Funds Estate Investment Planning Financial Services Retirement Savings Business Owner Planning Relationship Management Risk Management Stock Analysis Tax Efficient Strategies 401 Planning 401 Rollovers

Frequently Asked Questions about Andrea Perryman

What company does Andrea Perryman work for?

Andrea Perryman works for Wells Fargo Advisors

What is Andrea Perryman's role at the current company?

Andrea Perryman's current role is Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors.

What is Andrea Perryman's email address?

Andrea Perryman's email address is an****@****rgo.com

What skills is Andrea Perryman known for?

Andrea Perryman has skills like Investments, Financial Analysis, Finance, Asset Allocation, Insurance, Securities, Investment Strategies, Concentrated Stock Management, Mutual Funds, Estate Investment Planning, Financial Services, Retirement Savings.

Who are Andrea Perryman's colleagues?

Andrea Perryman's colleagues are Ronald Blood, Tom Lanigan Ii, Larry Schneider, Tina Povich, Donna Iannone, Jj Bobrowicz, Clare N. Jensen.

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