Todd Perry

Managing Director - Investment Officer, Senior Financial Advisor

iStock-155439529_cropped.jpgIt’s not about me, it’s about YOU. What are your life goals? Are you planning for an active retirement or for multi-generational wealth? Your investments should paint a picture about you and what is most important. Our goal is to provide less risk, consistency, and to individualize your investments. Market conditions change, and our approach stays steady. We are here to listen to your needs, create YOUR investment plan, and keep you engaged in the 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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