With over 28 years of experience across several roles in the financial services industry, Perry Johnson III brings seasoned insight and personal dedication to every client relationship. In his current role as a Senior Wealth Manager, Perry is passionate about creating financial roadmaps that help clients reach their goals.
Throughout his career, which has included leadership roles such as Vice President of Wealth Management and Investment Advisor, Perry has remained focused on bringing clarity and strategic direction to each client’s financial life.
Perry holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as the Accredited Investment Fiduciary® credential, both of which reflect his commitment to acting in his clients’ best interests with transparency and integrity. Before starting his career, he earned his Bachelor of Science in Finance from DePaul University and completed his MBA at the Pepperdine Graziadio Business School.
In his work every day, Perry is driven by the belief that financial planning is about delivering real value and helping clients live more secure, empowered lives.