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Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Perry H. Bacon, Jr.

Perry H. Bacon, Jr.

    • Partner
    • Financial Advisor
    Perry H. Bacon, Jr.

    Perry H. Bacon, Jr.

      • Partner
      • Financial Advisor
      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 reaching their defined investment objectives.  Perry holds Series 7, 66 registrations and CA insurance licenses (0H27797).

      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.

      Contact

      • Send a Message
      • 858.754.3503

      Education

      • University of San Diego
       Daniel M. Racicot

      Daniel M. Racicot

        • Partner
        • PIM Portfolio Manager
         Daniel M. Racicot

        Daniel M. Racicot

          • Partner
          • PIM Portfolio Manager
          Dan Racicot brings 20 years of industry experience to the firm.  Dan has worked for some of the world's most prestigious financial firms including Fidelity Investments, Charles Schwab, UBS, and Morgan Stanley & Co.  Dan acts as the portfolio manager with a specialization in risk management and global markets for high-net-worth individuals. He also assists in helping clients with their investment planning and tax planning needs.  With a strong background in individual stock and bond trading Dan brings a true asset management style that high net worth individuals demand.

          Dan holds Series 7, 63, 66 registrations and CA insurance licenses (0E19751) as well as a PIM Portfolio Manager designation.  He graduated from Keene State College in 1998 with B.S. in Business Management. Dan also studied International Marketing at the University of Limerick in Ireland.  Dan is a sports enthusiast and loves the beach. He lives in Carlsbad, CA, with his four kids, Brady, Shea, Charlie, and Georgia.

          Wells Fargo Advisors Financial Network is not a tax or legal advisor.

          Contact

          • Send a Message
          • 858.754.3502

          Education

          • Keene State College
          • University of Limerick
          Conor M. FitzPatrick

          Conor M. FitzPatrick

            • Partner
            • Financial Advisor
            • Masters in Business Administration
            Conor M. FitzPatrick

            Conor M. FitzPatrick

              • Partner
              • Financial Advisor
              • Masters in Business Administration
              Conor graduated from Denison University in 2002, and earned an MBA from the New York University Leonard N. Stern School of Business in 2013 where he specialized in Financial Instruments and Markets. Prior to joining Marine Street Financial, Conor served as a Summer Associate in the Private Wealth Management Division of Goldman, Sachs & Co., in New York City.

              He is a former United States Marine Corps infantry officer, and was stationed at Camp Pendleton, CA from 2006 to 2010.

              Conor holds Series 7, 66, 24 registrations and CA insurance licenses (0K56292).

              Contact

              • Send a Message
              • 858.754.3504

              Education

              • New York University
              • Denison University
              Charles Mackay

              Charles Mackay

                • Financial Advisor
                Charles Mackay

                Charles Mackay

                  • Financial Advisor
                  Charles has been an advisor at Marine Street since 2014. His primary role is serving clients as a Chartered Retirement Plan Counselor (CRPC). Prior to joining the team, he was a branch analyst intern in the Wealth Management division of Morgan Stanley Smith Barney.

                  He graduated Magna Cum Laude from the University of San Diego with a degree in Finance and International Business. During his free time, Charles enjoys surfing and reading the Wall Street Journal.

                  Charles holds Series 7, 66 registrations and CA state insurance licenses (0K70939).

                  Contact

                  • Send a Message
                  • 858.754.3507

                  Education

                  • University of San Diego
                  Keara Farrel

                  Keara Farrel

                    • Operations Manager
                    Keara Farrel

                    Keara Farrel

                      • Operations Manager
                      Keara started working in the financial services industry in 2012 for Raymond James & Associates where she worked as a Branch Administrator, directing office operations, before moving in to a client relations role once she obtained the Series 7.

                      In her spare time, Keara is a competitive rower for LAC Masters Women’s team and participates in regattas across the country. She began her rowing career in college, competing for multiple schools, including her alma mater, San Diego State University.

                      Contact

                      • Send a Message
                      • 858.754.3505

                      Education

                      • San Diego State University
                      Marine Street Financial
                      • 7825 Fay Avenue
                        Suite 240
                        La Jolla, CA 92037
                      • 858.754.3501
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