Todd Perry

Managing Director - Investment Officer, Senior Financial Advisor

Aptitude and Empathy


In understanding your financial goals, we will employ best practices with compassion and empathy to all the ups and downs life provides. You are unique, whether investing as an individual, family or partnership, and we want to know and understand you without judgement, rather with genuine interest and care.

iStock-950986656 _1_.jpgOptimizing The Health of Your Wealth takes mutual respect and collaborative efforts. Connecting on a reoccurring basis ensures that we are learning more about you and listening to any changes to your financial plans. Cultivating a personal partnership will strengthen our ability to remain resolute in honoring The Health of Your Wealth.

We want to be clear, concise and deliberate in the advice we share. Investing can be seen as complex and intimidating. Which is why we take every step to deliver information to you so that you understand and can be involved in the decision-making process.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, NC, ND, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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