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Steven Perry
Steven Perry
Financial Consultant/ Branch Manager/Senior Vice President Investments | Benjamin F. Edwards
Dillard, Georgia, United States
Steven Perry
Summary
Steven Perry is a seasoned financial consultant with over 38 years of experience in helping individuals achieve their financial goals. He has held significant roles such as Branch Manager and Senior Vice President Investments at Benjamin F. Edwards & Co. His expertise spans a wide range of financial services including estate planning, investment strategies, and retirement planning. Steven's career reflects a strong commitment to client-focused service, where he acts as an unemotional advisor, guiding clients through complex financial landscapes. He has also served in leadership roles within the military, showcasing his diverse skill set. Although now retired, his passion for financial education and client advocacy remains evident. Steven holds degrees from Heidelberg University and the University of Maryland, emphasizing his strong educational foundation in psychology and science. His unique blend of military and financial experience provides him with a distinct perspective on leadership and strategic planning.
Steven Perry
Work Experience
Financial Consultant/ Branch Manager/Senior Vice President Investments at
Benjamin F. Edwards
December 2010 - Present
Financial Advisor/ Branch Manager at
Wells Fargo & Company
May 2007 - December 2010
FC/Branch manager at
Ag Edwards And Sons
September 1980 - May 2007
Sales & Assistant Field Operations Supervisor at
Action Energy
January 1975 - January 1980
Captain/ Company Commander at
March 1973 - May 1977
First Lieutenant at
Hubrecht Franky Philip
January 1970 - September 1971
Steven Perry
Education
The University of Maryland, College Park
January 1971 - January 1972
Heidelberg University, Bachelor Of Arts - Ba
January 1970 - January 1970
Heidelberg University, Bachelor's Degree
January 1970 - January 1970
Frequently Asked Questions about Steven Perry
What is Steven Perry email address?
Steven Perry's primary email address is ************@wellsfargo.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 Financial Consultant/ Branch Manager/Senior Vice President Investments at Benjamin F. Edwards, a company specializing in Functions related to depository banking.
Where Steven Perry graduated from?
Steven Perry holds a degree in Science & Mathematics 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 ************@wellsfargo.com. Complete contact information is available upon registration with Muraena.
Who is Steven Perry?
Steven Perry is a seasoned financial consultant with over 38 years of experience in helping individuals achieve their financial goals. He has held significant roles such as Branch Manager and Senior Vice President Investments at Benjamin F. Edwards & Co. His expertise spans a wide range of financial services including estate planning, investment strategies, and retirement planning. Steven's career reflects a strong commitment to client-focused service, where he acts as an unemotional advisor, guiding clients through complex financial landscapes. He has also served in leadership roles within the military, showcasing his diverse skill set. Although now retired, his passion for financial education and client advocacy remains evident. Steven holds degrees from Heidelberg University and the University of Maryland, emphasizing his strong educational foundation in psychology and science. His unique blend of military and financial experience provides him with a distinct perspective on leadership and strategic planning.
Steven`s contact details
************@wellsfargo.com
************@benjaminfedwards.com
*******@benjaminfedwardsco.com
Colleagues
Branch Manager, Senior Vice President - Investments
Branch Relationship Administrator - Associate Vice President
Managing Director - Investments
Senior Vice President - Investments
Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®
Vice President, Financial Advisor at Benjamin F Edwards & Co
Associate Vice President - Internal Branch Development Coordinator
Managing Director-Investments
Managing Director – Investments, Financial Advisor
Vice President Investments, Co-Branch Manager