Cassie Perry

Cassie joined American National Bank of Texas in September of 2013 and is currently is a Financial Advisor for ANBTX Investment Services. She has nearly 20 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.