Catherine Perrier

Senior Client Service Associate

Catherine, dedicated to helping us provide an exceptional client experience, applies her more than 42 years of experience in the financial services industry to assist clients while helping advisors do their best job possible. Detail-oriented and a skillful problem-solver, Catherine addresses client requests and administrative needs with speed and accuracy making it her mission to serve our clients at the highest level.

Before joining our team in January 2008, Catherine was with A.G. Edwards for over 26 years serving in a variety of roles both locally (Arlington, TX) and at their home office in St. Louis, Missouri.

As the daughter of a military dad, Catherine has lived in many states but finally found her way to Texas. She currently lives with her husband, Andy, on the west side of Fort Worth. In her free time, she enjoys reading and listening to music.