Topline | Richard Perryman

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Richard Perryman

Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Sentry Wealth Advisors</span>

Intro Book

Seasoned wealth management expert delivering strategic financial planning and analysis.

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Location

Tyler, Texas, United States, US

Skills

Certified Public Accountant
Registered Investment Advisor
Finance
Cpa
Analysis
Estate Planning
Wealth Management
Asset Management
Strategic Financial Planning
Financial Reporting
Due Diligence
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Richard has 17 years of experience in finance, which is a solid foundation. He’s also worked as a Senior Vice President at Guaranty Bond Bank, which is a reputable institution. His degree from The University of Texas at Austin adds to his credibility. Skills like wealth management, estate planning, and financial analysis are in demand. Location is Tyler, Texas, which is a smaller market. Considering his experience and education, maybe around $125–$200 per hour? But given his role as an Owner at Sentry Wealth Advisors, I’ll estimate around $150. This is a bit lower than what some top wealth managers can charge, but Richard’s experience and skills are still valuable, especially in a smaller market.

Bio

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Topline AI

Richard Perryman is a seasoned finance professional with 17 years of experience in wealth management, estate planning, and financial analysis. He has worked as a Senior Vice President and Trust Officer at Guaranty Bond Bank and is currently the Owner of Sentry Wealth Advisors, where he helps clients develop financial goals and provides strategic financial planning. With a Bachelor of Business Administration degree from The University of Texas at Austin and prior experience at New Mexico Military Institute, Richard has a strong foundation in finance and accounting.

Experience

Sentry Wealth Advisors
- Tyler, Texas Area
- Owner
  - Aug 2010 - Present
  - Tyler, Texas Area
  Helping clients develop financial goals and then recommending an investment program designed to achieve those goals.Review and analysis of client's existing portfolios and providing recommendations for suggested changes.Portfolio ManagementFinancial Planning
Guaranty Bond Bank
- Senior Vice President & Trust Officer
  - Jun 1993 - Aug 2010

Education

1964 - 1968

The University of Texas at Austin - The Red McCombs School of Business

1964 - 1968
1962 - 1964

New Mexico Military Institute

1962 - 1964

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Richard Perryman

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100 Credits For FREE

$125.0

Hourly Rate