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Senior Client Service Associate

Headquarters

Dallas

3400 North Central Expressway Suite 100
Richardson, Texas 75080

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Daniel Perry

Senior Client Service Associate

[email protected]

As Senior Client Service Associate for Generational Wealth Advisors, Daniel Perry prioritizes client service and operational support. He is dedicated to helping clients navigate complex issues with clear communication and a client-centered approach to wealth management.

In addition to supporting the advisor team, Daniel manages relationships with operations, custodians, and other service providers. With an extensive background in financial services, Daniel is an expert in assuring our clients receive the highest quality of service.

Daniel has spent ten years in the financial industry, with experience working for both registered investment advisors and fund administrators. He holds a Bachelor of Science degree from Texas A&M University – College Station. He and his wife, Taylor, attend Highland Park Methodist Church.

Headquarters

Dallas

3400 North Central Expressway

Suite 100

Richardson, Texas 75080

Get Directions

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