Perry brings 14 years experience in the wealth management industry to the firm.  He started out in the industry at UBS in 2005 and then moved his practice to Morgan Stanley in 2009.  Perry specializes in serving the financial needs of high-net-worth individuals and institutions.  He works closely with tax advisors and estate attorneys to assist in our clients pursuing their defined investment objectives.  Perry holds Series 7, 66 registrations through LPL Financial.  CA Insurance License #: 0H27797. Resident State CA.

Prior to working in the wealth management industry, Perry attended the University of San Diego where he graduated with a degree in Business Administration in 2004.  Outside of the office Perry enjoys working with various charitable organizations as well as serving as a Pop Warner football coach in La Jolla.  Perry lives in La Jolla with his golden retrievers, Chief and Red.

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