Rick Perez is co-managing director of Hartmann Taylor Wealth Management. As co-managing director he oversees key strategic and operational initiatives as well as client experience solutions. Prior to joining Hartmann Taylor Wealth Management, Rick was the CEO of a successful business strategy and management firm. His experience with high-growth, data-intensive operations provides Hartmann Taylor the technological expertise to drive innovation and best practice solutions. Rick is a proud University of Texas longhorn. He is married and has two teen-age children in Dallas private schools. He spends his free time engaged with various non-profits.
Rick Perez
Co Managing Director
Hartmann Taylor Wealth Management
United States, Texas, Dallas
About Me
Profile Information
Co Managing Director
Hartmann Taylor Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
May 12, 2025
Keylinks
More profiles to browse
William Taylor
Founder and Managing Partner
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management