Directory
>
Steven Perry
Steven Perry
First Lieutenant | Benjamin F. Edwards
Georgia, Dillard, United States
Steven Perry
Summary
Steven Perry is a seasoned financial consultant with over thirty-eight years of experience in guiding clients toward achieving their financial objectives. He has a robust background in education planning, retirement strategies, and estate planning, which he leverages to provide tailored advice to his clients. Steven has held significant roles including Senior Vice President at Benjamin F. Edwards & Co., where he combines his expertise in investments with a strong understanding of legal and tax implications. His military background as a First Lieutenant in the US Army adds a unique perspective to his approach in financial consulting. Steven is known for his unemotional, strategic guidance that helps clients navigate the complexities of financial products and services. He is passionate about wealth transfer and asset allocation, ensuring his clients are well-prepared for their future financial needs. Despite his retirement, his commitment to financial education remains strong, reflecting his lifelong dedication to helping others. Steven's diverse experience across various industries makes him a valuable asset in the financial advisory space.
Steven Perry
Work Experience
Financial Consultant/ Branch Manager/Senior Vice President Investments at
Benjamin F. Edwards
December 2010 - Present
Steven Perry
Education
The University of Maryland, College Park, Science & Mathematics
January 1971 - January 1972
Heidelberg University, Bachelor's Degree, Psychology/Business
Heidelberg University, Bachelor of Arts - BA, Psycholgy/Business
Frequently Asked Questions about Steven Perry
What is Steven Perry email address?
Steven Perry's primary email address is ***********@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Steven Perry work for?
Steven Perry is a First Lieutenant at Benjamin F. Edwards.
Where Steven Perry graduated from?
Steven Perry holds a degree in null from The University of Maryland, College Park.
How can I directly contact Steven Perry?
To contact Steven Perry directly, you can use the email address ***********@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.
Who is Steven Perry?
Steven Perry is a seasoned financial consultant with over thirty-eight years of experience in guiding clients toward achieving their financial objectives. He has a robust background in education planning, retirement strategies, and estate planning, which he leverages to provide tailored advice to his clients. Steven has held significant roles including Senior Vice President at Benjamin F. Edwards & Co., where he combines his expertise in investments with a strong understanding of legal and tax implications. His military background as a First Lieutenant in the US Army adds a unique perspective to his approach in financial consulting. Steven is known for his unemotional, strategic guidance that helps clients navigate the complexities of financial products and services. He is passionate about wealth transfer and asset allocation, ensuring his clients are well-prepared for their future financial needs. Despite his retirement, his commitment to financial education remains strong, reflecting his lifelong dedication to helping others. Steven's diverse experience across various industries makes him a valuable asset in the financial advisory space.
Steven`s contact details
***********@benjaminfedwards.com
*******@benjaminfedwardsco.com
Colleagues
Operations
Camp Counselor, Boat Driver & Football Coach
Law Clerk, Circuit Court for Baltimore City
Financial Advisor
Senior Vice President - Branch Manager
Office of Investigations and Audits
Investment Broker
Vice President - Investments
Financial Advisor
Financial Asscociate