Frank Perry began his career in the financial services industry in 1972 at the Republic National Bank of Dallas (Bond Division). He worked for more than a decade at Salomon Brothers (municipal bond specialist) where he worked with institutional clients in a six state area that included the state of Texas. Prior to forming Perry Capital Group in August 2011, he spent over nine years at Edward Jones, where his clients were individual investors. While at Edward Jones, he earned the CFP® designation. Competencies second to none in five areas distinguish Perry Capital Group: investments,estate planning, taxation, retirement planning, and insurance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.