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Steven Perry

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Steven Perry

Financial Consultant/ Branch Manager/Senior Vice President Investments | Benjamin F. Edwards

Dillard, Georgia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Industry-specific interests

Organisational experience

Corporate Experience

Government 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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Financial Advisor/ Branch Manager at

Wells Fargo & Company

May 2007 - December 2010

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FC/Branch manager at

Ag Edwards And Sons

September 1980 - May 2007

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Sales & Assistant Field Operations Supervisor at

Action Energy

January 1975 - January 1980

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Captain/ Company Commander at

March 1973 - May 1977

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First Lieutenant at

Hubrecht Franky Philip

January 1970 - September 1971

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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

mail

************@wellsfargo.com

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

*******@benjaminfedwardsco.com

Colleagues

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Nick Barlotta

Branch Manager, Senior Vice President - Investments

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Nicole Avery-Young

Branch Relationship Administrator - Associate Vice President

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Steven Phillips

Managing Director - Investments

Cfp Peter Tampellini

Senior Vice President - Investments

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Awma Philip Pascarella Cdfa Crps Ppc

Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®

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Aimee Helms

Vice President, Financial Advisor at Benjamin F Edwards & Co

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Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

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Andee Shenocca

Managing Director-Investments

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Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

Frances Williams

Vice President Investments, Co-Branch Manager

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