Todd Perry
Managing Director – Investment Officer
Senior Financial Advisor
Focus:
Todd is dedicated to serving each client’s financial objectives by creating investment strategies which complement their long-term goals and risk tolerance.
Background and experience:
With 20 years in the industry, Todd has nurtured clients’ wealth objectives, addressed financial concerns and developed comprehensive strategies customized to their life goals. His experience with major fluctuations in the market has enabled Todd to structure balanced portfolios which speak to their personal wealth objectives.
Todd began his career at Morgan Stanley in 2003 where he began procuring his fundamental investments knowledge. He moved to PNC Investments in 2005 further developing his investment acumen, then recently transitioning to Wells Fargo Advisors to find a more productive platform for personalizing his financial advice for individuals and families.
Todd attended Lehigh University, and maintains the General Securities Representatives Series 7 & 66 registrations as well as holds annuity and insurance licenses. He holds the industry designations of AWMA (Accredited Wealth Management Advisor) and AAMS (Accredited Asset Management Specialist).
Out of the office:
Todd resides just outside of Harrisburg, PA with his family and 2 dogs. Todd enjoys time on the golf course, ski days with his wife, family time and traveling to visit his daughters.
Todd is dedicated to serving each client’s financial objectives by creating investment strategies which complement their long-term goals and risk tolerance.
Background and experience:
With 20 years in the industry, Todd has nurtured clients’ wealth objectives, addressed financial concerns and developed comprehensive strategies customized to their life goals. His experience with major fluctuations in the market has enabled Todd to structure balanced portfolios which speak to their personal wealth objectives.
Todd began his career at Morgan Stanley in 2003 where he began procuring his fundamental investments knowledge. He moved to PNC Investments in 2005 further developing his investment acumen, then recently transitioning to Wells Fargo Advisors to find a more productive platform for personalizing his financial advice for individuals and families.
Todd attended Lehigh University, and maintains the General Securities Representatives Series 7 & 66 registrations as well as holds annuity and insurance licenses. He holds the industry designations of AWMA (Accredited Wealth Management Advisor) and AAMS (Accredited Asset Management Specialist).
Out of the office:
Todd resides just outside of Harrisburg, PA with his family and 2 dogs. Todd enjoys time on the golf course, ski days with his wife, family time and traveling to visit his daughters.