Hallye Perkins, CFP® in

Hallye Perkins, CFP®

Judge · DISC type Dc
Financial Planner at IVY Wealth
📍 Dallas, Texas, United States

Hallye Perkins is a Principal and Certified Financial Planner at IVY Wealth. Recognized by Forbes as a 2025 Top Financial Security Professional in North Texas, she leverages a Masters in Accounting from SMU to create personalized financial plans for her clients.

Her recent inclusion on the Forbes 2025 "Top Financial Security Professionals Best-In-State" list is a notable achievement.

Read the full overview →
Experience
17 Years
Current Role
Financial Planner
Location
Dallas, Texas, United States
Personality Overview

How Hallye shows up

Fast But Wary
Demanding
Generally Skeptic

They do not care very much about building rapport or relationships. They respond better to strong and respectful interactions. They prefer to move quickly, and expect the same from others.

Priorities

Topics Hallye cares about

Financial Security
Her recent recognition on the Forbes list of Top Financial Security Professionals underscores her expertise in protecting and growing wealth.
Tax Planning
She frequently posts about the importance of tax planning as a method to enhance after-tax returns and maximize long-term income.
+4 more topics Login to view topics
Career

Work history

5-2008
Financial Planner
IVY Wealth
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Business Administration
Rhodes College
Certificate in Financial Planning
Southern Methodist University
Masters of Accounting
SMU Cox School of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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