With over 20 years of experience in investment management and financial planning, Perrie specializes in helping her clients reach their financial goals. Whether you want to grow your wealth, have financial security, or create more meaning with your money, she will help you create and implement the right plan to get you there.
As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Perrie enjoys working alongside clients throughout the planning process and celebrating with them when they conquer their financial goals. With a lifelong love for people and numbers, she is dedicated to providing comprehensive financial planning tailored to the needs of each unique individual and family. She received a BBA degree with an emphasis in business finance from Middle Tennessee State University.
Perrie loves spending time with her husband (Keith) and children (Ellie and Carter). She is an active member of Brentwood Baptist Church and serves on the Board of Directors for the Franklin Family YMCA. In her spare time, Perrie enjoys watching movies, listening to music, watching her kids play soccer and tennis and going to the Tennessee Titans games. She looks forward to playing golf with her husband when her kids are older and dreams of going on a safari in Africa one day.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.