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Rolando P
Series 63, Series 66
McAllen, TX
Animus Wealth Management, LLC.
Rolando Perez Jr. is the sole advisor at Animus Wealth Management, LLC, based in McAllen, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His background includes roles at New York Life Insurance Company, NYLIFE Securities, and Eagle Strategies, among others. Outside of advising, he is involved as a managing member of REA General Contractors LLC and serves as an officer of Percisne Consulting LLC, which consults in the small-scale manufacturing textile industry. Animus Wealth Management serves individuals, nonprofit organizations, retirement plans, and corporate clients. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and manages approximately $12 million on a non-discretionary basis while also monitoring third-party money managers.
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