Perry has 13 years of experience in the financial services industry. Perry focuses on liability and alternative asset management for Shaffer Wealth Management.
Prior to joining HighTower, Perry was an Investment Officer at SunTrust Investment Services, Inc. He joined SunTrust from Merrill Lynch where he was a Registered Client Associate.
Perry holds a Bachelor of Science from the University of Kentucky. He holds his Series 7 designation.
Shaffer Wealth Management focuses on comprehensive wealth management solutions, with experience serving wealthy families with concentrated stock positions. We are seasoned in customizing cash flow solutions and liability management.