With over 30 years in the financial services industry, Perry provides knowledgeable guidance to help clients pursue their goals. He offers comprehensive financial planning services for successful families, retirees and business owners, with expertise in investment management. A caring and committed problem solver, Perry crafts tailored financial strategies to support clients’ confidence in their financial futures as they pursue their objectives.
Perry has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Accredited Domestic Partnership Advisor® certification.
Before joining our team, Perry was first vice president, investments, with The Rose Holcomb Ross Group at Wells Fargo Advisors. He was previously vice president, investments, and branch manager with Morgan Stanley.
He earned an MBA from the University of Scranton and a bachelor’s degree in public administration from Pennsylvania State University. He previously served as an adjunct professor at University of Scranton and Marywood University.
Perry is a parishioner at The Church of St. Gregory, where he serves as a CCD instructor and plays guitar with the choir. He and his wife, Annette, are also actively involved with St. Joseph’s Center. Perry is a supporter of local theatrical productions and is a member of Glen Oak Country Club and Victory Alfieri Club. In his spare time, he enjoys gardening, as well as yoga and playing music.
Originally from Scranton, Perry and Annette live in Clarks Green with their children, Matthew and Taylor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.