Sign In
Get Clay Free →

Suggestions

    Todd Perry

    Managing Director - Investments Private Wealth Financial Advisor

    Todd Perry is a Managing Director - Investments Private Wealth Financial Advisor at Wells Fargo Advisors.12 He joined Wells Fargo in November 2022 as part of the Margate Wealth Management team, which oversees more than $2.6 billion in assets.14

    Todd Perry's career in financial services began in 1997 when he registered at Lehman Brothers.1 He subsequently worked at Merrill Lynch and Deutsche Bank before joining UBS in 2008, where he stayed for about 14 years.12 In November 2022, Todd and his team, including his brother Andrew Perry, moved from UBS to Wells Fargo Advisors.1

    Todd holds a bachelor's degree from Rutgers University.4 He is part of a team that includes other advisors such as Andrew Perry, Heather Molin, and Matthew Giugliano, as well as client-performance analysts Mark Franciotti and Ashley Lefler.1 The team is based in Short Hills, New Jersey.13

    Highlights

    Nov 11 · Barron's
    Week’s Best: Inflation’s Hidden Upside? - Barron's
    Week’s Best: Inflation’s Hidden Upside? - Barron's
    Nov 8 · Forbes
    America's Top Wealth Management Teams Private Wealth 2022 - Forbes

    Related Questions

    What is Todd Perry's background before joining Wells Fargo Advisors?
    How did Todd Perry and his brother Andrew Perry decide to leave UBS for Wells Fargo?
    What specific investment strategies does Todd Perry specialize in?
    How has Todd Perry's career evolved over the years?
    What is the Margate Wealth Management Group at Wells Fargo known for?
    Todd Perry
    Todd Perry, photo 1
    Todd Perry, photo 2
    Add to my network

    Location

    Short Hills, New Jersey, United States