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Kelly M. Perez

Executive Director, senior wealth strategist, UBS Global Wealth Management

Kelly M. Perez is executive director, senior wealth strategist at UBS Global Wealth Management in Dallas.

Kelly M.’s Recent activity

alcoholics anonymous meeting
Sobriety Clauses in Trusts
Jun 09, 2021
A few best practices to ensure that substance abuse provisions, or other “bad behavior” monitoring, in a trust agreement will have the best possible real world application.