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Perryman Financial Advisory, Inc. Employee Directory

Financial ServicesTexas, United States11-50 Employees

Perryman Financial Advisory, Inc. is a financial planning and investment firm based in Dallas, Texas. It serves a selective clientele that includes individuals, families, and business clients, helping them accumulate, preserve, and transfer wealth. The firm relies on a team of credentialed professionals to support clients in pursuing growth while considering tax implications.

Within the financial services industry, the practice positions itself as a local advisory resource that combines planning and investment management to meet clients' wealth needs. Described as a mid-sized firm, it focuses on delivering personalized guidance and tailored wealth management. The information indicates a focus on customized financial planning and investment advice for its clients.

Find Perryman Financial Advisory, Inc. employees' phone numbers or email addresses

Perryman Financial Advisory, Inc. Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Perryman Financial Advisory, Inc.'s Leadership

  • Stylized image of a person
    D. K. O.
    Cfo, Cpa, Cfp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. S.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Financial Advisor And Investment Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Executive Assistant And Community Relations Specialist In The Technology Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Cfp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L.
    Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Financial Planner
    Phone icon
    Mobile Phone

Perryman Financial Advisory, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Perryman Financial Advisory, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. K. O.
    Cfo, Cpa, Cfp
    Phone icon
    Mobile Phone
    United StatesTexas
    Oct 17, 2025
  • Stylized image of a person
    P. S.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesTexas
    May 28, 2026
  • Stylized image of a person
    J. G.
    Financial Advisor And Investment Manager
    Phone icon
    Mobile Phone
    Jan 30, 2026
  • Stylized image of a person
    J. M.
    Executive Assistant And Community Relations Specialist In The Technology Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    May 12, 2025
  • Stylized image of a person
    A. B.
    Cfp
    Phone icon
    Mobile Phone
    United StatesTexas
    Oct 06, 2025
  • Stylized image of a person
    J. H.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesTexas
    Aug 01, 2025
  • Stylized image of a person
    A. L.
    Operations
    Phone icon
    Mobile Phone
    Oct 17, 2025
  • Stylized image of a person
    L. H.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesTexas
    Sep 18, 2024
  • Stylized image of a person
    J. P.
    Shareholder And Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesTexas
    May 26, 2026
  • Stylized image of a person
    D. O.
    Childrens Area Coordinator
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Perryman Financial Advisory, Inc. known for?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc. operates in the Financial Services industry. The company's main headquarters is located in 12221 Merit Drive Suite 1660 Dallas, Texas 75251 United States; you can contact the main corporate office by phone at
+1-972-770-****
. Explore Perryman Financial Advisory, Inc.'s company overview page for more information.

What is Perryman Financial Advisory, Inc.'s most common email format?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Perryman Financial Advisory, Inc. email formats with LeadIQ.

How many employees does Perryman Financial Advisory, Inc. have currently?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc. has approximately 16 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Perryman Financial Advisory, Inc.'s key employees and leadership?

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As of May 2026, Perryman Financial Advisory, Inc.'s key employees include:

  • Cfo, Cpa, Cfp: D. K. O.
  • Director Of Operations: P. S.
  • Financial Advisor And Investment Manager: J. G.
  • Executive Assistant And Community Relations Specialist In The Technology Manager: J. M.
  • Cfp: A. B.

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