Perryman Financial Advisory, Inc.

Debra Keitzer Outlaw is a CFP® with 29 years of industry experience. She has worked at Perryman Financial Advisory, Inc. since 2000 and Perryman Securities, Inc. since 2002. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using both fundamental and technical analysis to build diversified portfolios.

Nancy Phillips is a CFP® with 23 years of experience at Perryman Financial Advisory, Inc. and over 40 years running her own CPA practice, Nancy K. Phillips, PC. She has been associated with Perryman Securities, Inc. since 2004. Outside of financial advising, she operates a sole proprietorship selling bead necklaces and earrings. Perryman Financial Advisory, Inc. is a six-advisor SEC-registered firm managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, combining fundamental and technical analysis with regular portfolio monitoring and rebalancing.

Jennifer Grant is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Perryman Financial Advisory, Inc. in Dallas, TX. She has been with Perryman since 2017 and has prior experience with Financial Gravity Wealth Inc. and Grant Associates Consulting. Outside of her advisory role, Grant co-owns a family fitness business and serves on the finance committee of First United Methodist Church in Richardson, TX. She is also a director at The Ark House, a nonprofit providing low-cost housing to patients traveling to Dallas for medical care. Perryman Financial Advisory, Inc. manages just over $1 billion for approximately 510 clients through a team of eight advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, and corporate clients, using both fundamental and technical analysis to construct diversified portfolios incorporating a wide range of investment types.

William Perryman is a CFP® with 42 years of industry experience and has been with Perryman Financial Advisory, Inc. since 1994. He is based in Dallas, TX, and serves as part of a six-advisor team. Perryman also serves on the District 6 Grievance Committee of the State Bar of Texas in a volunteer capacity. Perryman Financial Advisory, Inc. manages approximately $796 million for around 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that integrates fundamental and technical analysis with ongoing portfolio management.

Gary Estes is a financial advisor at Perryman Financial Advisory, Inc. with 16 years of industry experience. He holds a Series 63 designation and has been with Perryman Financial Advisory since 2010. In addition to his advisory role, Estes serves as president of GARMARJON, LLC, an oil and gas company. Perryman Financial Advisory, Inc. manages just over $1 billion for approximately 510 clients through a team of eight advisors. The firm offers discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using both fundamental and technical analysis to build diversified portfolios.

James Perryman is a CFP® professional with 23 years of industry experience. He is affiliated with Perryman Financial Advisory, Inc. and Perryman Securities, Inc., where he has worked since 2001 and 2002, respectively. He serves on the investment committee for the Ronald McDonald House of Dallas, overseeing the endowment’s outside investment manager. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for about 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that combines fundamental and technical analysis with ongoing portfolio management.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Ami Baxter is a CFP® professional with seven years of experience in financial advisory services. She has been with Perryman Financial Advisory, Inc. since 2019 and previously worked at Kantar Media for three years. Ami is based in Dallas, TX, and holds Series 63 and Series 65 licenses. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser serving approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services, utilizing both fundamental and technical analysis to construct diversified portfolios that include a variety of investment types and alternatives.