UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
24yrs
Nancy Phillips
Full name on record: Nancy Kay Phillips
Financial advisor at Perryman Financial Advisory
Based in Dallas, Texas, Nancy Phillips is a financial advisor with 24 years of industry experience. Nancy has been with Perryman Financial Advisory since 2010. Nancy holds the CFP® designation.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Texas
Office12221 Merit Dr Suite 1660, Dallas, TX 75251
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$1.94 million
Advisors at the firm8
States licensed ?1 state
Services through Perryman Financial Advisory
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2010 – nowPerryman Financial Advisory, Inc.Current firm
Contact Nancy
(972) 770-4800Perryman Financial Advisory main office 12221 Merit Dr Suite 1660Dallas, TX 75251Office · Get directions Firm websitewww.billperryman.com
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nancy
How do I contact Nancy?
Call Perryman Financial Advisory at (972) 770-4800 and ask for Nancy Phillips. Nancy works from the Dallas, TX office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Texas.
What licenses does Nancy hold?
Series 63. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nancy paid?
Perryman Financial Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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