Kelly Perkins's Location
Texas, United States
Kelly Perkins's Work
- Managing Director @ HP Wealth Partners
- Managing Director @ Perkins Wealth Management
- Business Leadership Center instructor @ SMU Cox School of Business
- Former Board Member @ Cancer Foundation for Life
- First Vice President @ RBC Wealth Management
- Vice President @ Morgan Stanley
- Associate Vice President @ Morgan Stanley
- Associate @ Bear Stearns & Co. Inc.
Kelly Perkins's Education
- The University of Texas at Austin1988 - 1992
Kelly Perkins's Skills
- Wealth Management
- Retirement Planning
- Retirement
- Insurance
- Strategic Financial Planning
- Investments
- Financial Services
- Asset Allocation
- Asset Management
- Mutual Funds
Kelly Perkins's Summary
Kelly Perkins, based in Texas, United States, is currently a Managing Director at HP Wealth Partners, bringing experience from previous roles at Perkins Wealth Management, BLC at SMU Cox School of Business, Cancer Foundation for Life and RBC Wealth Management. Kelly Perkins holds a 1988 - 1992 The University of Texas at Austin. With a robust skill set that includes Wealth Management, Retirement Planning, Retirement, Insurance, Strategic Financial Planning and more, Kelly Perkins contributes valuable insights to the industry. Kelly Perkins has 4 emails and 1 mobile phone number on RocketReach.
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