CoverProfile

Rick Perez

Co Managing Director

Hartmann Taylor Wealth Management

United States, Texas, Dallas

About Me

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.

Profile Information

Co Managing Director

Hartmann Taylor Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

May 12, 2025

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