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Steven Perry

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Steven Perry

First Lieutenant | Benjamin F. Edwards

Georgia, Dillard, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Steven Perry

Work Experience

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Financial Consultant/ Branch Manager/Senior Vice President Investments at

Benjamin F. Edwards

December 2010 - Present

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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

mail

***********@benjaminfedwards.com

*******@benjaminfedwardsco.com

Colleagues

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Matt Buller

Camp Counselor, Boat Driver & Football Coach

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Jeffrey Weiner

Law Clerk, Circuit Court for Baltimore City

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Cleland

Financial Advisor

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Toby Sarahan

Senior Vice President - Branch Manager

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Todd Brandstadt

Office of Investigations and Audits

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Anthony J Miceli

Investment Broker

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Clay Mcconnell

Vice President - Investments

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Cliff Bryan

Financial Advisor

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Dawn Pilipchuk-kruth

Financial Asscociate

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