Meet Perry

 

With over 10 years of industry experience, Perry started his career in 2007 where he partnered with a growing investment management team at Smith Barney. Upon Morgan Stanley’s acquisition of Smith Barney, Perry obtained his securities licenses and launched a financial advisory practice which he managed through 2011. Prior to joining Nichols Wealth Partners, Perry was part of a team at a wealth advisory firm that emphasized comprehensive financial planning in addition to traditional investment management. Adopting this approach, Perry has spent the past five years developing and implementing strategies for individuals and families to grow and maintain their wealth. Perry offers extensive experience in asset management and financial planning. Perry resides in Boca Raton with his wife Lauren and their daughter Maddie.