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Executive Team

Cassie Perry, AAMS®

Assistant Vice President, LPL Financial Advisor

Cassie joined American National Bank of Texas in September of 2013 and is currently an LPL Financial Advisor with the Wealth Management Group Division.  She has nearly 15 years of experience in wealth management, providing our customers with excellent service.

In her current role, taking time to get to know her customers and building lasting relationships is what she enjoys most. “It’s all about relationships”, she says. “By getting to know my customers, I can provide unique solutions for their personal goals”. Cassie takes the time to listen to her clients’ stories in order to better understand their specific goals, needs, and sometimes fears. Through this discovery process, she offers individualized investment advice and long-term investment planning. “Even the most complex financial situations can be worked through if you take the time to get to know your client and understand their individual needs.” Cassie adds.

Cassie enjoys being part of an organization with strong ties to the community, as she is heavily involved in the community outside of work. She is active in the community as a member of the Forney and Seagoville Chamber of Commerce, as well as local marketing groups. She and her husband are also co-facilitators of various community grief support groups and kid groups in her local community. In her spare time, she loves spending time with her husband and five children. 

Cassie holds the following professional designations, registrations and licenses:

Accredited Asset Management Specialist (AAMS®)
Series 7, 63, 66 and 24 registrations with LPL Financial
Life, Accident & Health Licenses

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CO, IL, KS, MT, NM, OK, TX, UT, WY.
Check the background of this investment professional on FINRA's BrokerCheck

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member) FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates.

American National Bank of Texas and Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management Group and may also be employees of American National Bank of Texas. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of American National Bank of Texas or Wealth Management Group.  Securities and insurance offered through LPL or its affiliates are:

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