Cassie Perry, AAMS®
Assistant Vice President, LPL Financial Advisor
Cassie joined American National Bank of Texas in September of 2013 and is currently an LPL Financial Advisor with the Wealth Management Group Division. She has nearly 15 years of experience in wealth management, providing our customers with excellent service.
In her current role, taking time to get to know her customers and building lasting relationships is what she enjoys most. “It’s all about relationships”, she says. “By getting to know my customers, I can provide unique solutions for their personal goals”. Cassie takes the time to listen to her clients’ stories in order to better understand their specific goals, needs, and sometimes fears. Through this discovery process, she offers individualized investment advice and long-term investment planning. “Even the most complex financial situations can be worked through if you take the time to get to know your client and understand their individual needs.” Cassie adds.
Cassie enjoys being part of an organization with strong ties to the community, as she is heavily involved in the community outside of work. She is active in the community as a member of the Forney and Seagoville Chamber of Commerce, as well as local marketing groups. She and her husband are also co-facilitators of various community grief support groups and kid groups in her local community. In her spare time, she loves spending time with her husband and five children.
Cassie holds the following professional designations, registrations and licenses:
Accredited Asset Management Specialist (AAMS®)
Series 7, 63, 66 and 24 registrations with LPL Financial
Life, Accident & Health Licenses
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, IL, NM, TN, TX, UT
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