Morgan Perez

Branch Professional at Pinebrook Wealth Strategies - Houston, TX, us

Morgan Perez's Colleagues at Pinebrook Wealth Strategies
Scott Garcia

Partner, Legacy Private Wealth Partners

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David Aif

Senior Vice President

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Jamie Sneed

Human Resource Systems Technical Analyst

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Rachel Strayer

Specialized Corporate Banking Intern

Contact Rachel Strayer

Jake Reilly

Advisor Mentor Participant

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Morgan Perez's Contact Details
HQ
N/A
Location
Kansas City,Missouri,United States
Company
Pinebrook Wealth Strategies
Morgan Perez's Company Details
Pinebrook Wealth Strategies logo, Pinebrook Wealth Strategies contact details

Pinebrook Wealth Strategies

Houston, TX, us • 5 - 9 Employees
Financial Services

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Financial Services
Details about Pinebrook Wealth Strategies
Frequently Asked Questions about Morgan Perez
Morgan Perez currently works for Raymond James.
Morgan Perez's role at Raymond James is Branch Professional.
Morgan Perez's email address is ***@raymondjames.com. To view Morgan Perez's full email address, please signup to ConnectPlex.
Morgan Perez works in the Financial Services industry.
Morgan Perez's colleagues at Pinebrook Wealth Strategies are Scott Garcia, Kevin Reed, David Aif, Jamie Sneed, Trevor Pickett, Rachel Strayer, Jake Reilly and others.
Morgan Perez's phone number is N/A
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