Perreda (pronounced Per-re-da) Manor has been with our firm for several years, starting as an intern at the University of Texas in 2004.  She handles all Wealth Management customer service, and assists in developing the portfolio presentations, and continuous follow-up after implementation.

Perreda is our go-to for document logistics and procurement product information.  You will meet her at implementation or work with her by phone through your transition process with us. She is a dedicated team member and strives to make our clients feel supported and comfortable.

Perreda spends most of her quality time with her husband Rodney and their son RJ. She is very active in her church and volunteers at a variety of organizations in which you will see our support as a firm. We are fortunate to have her and her talents, and we look forward to her continued growth in the firm.