Having joined Alex. Brown and Sons in 1991, Perry has provided financial advisory services to entrepreneurs and high-net-worth individuals and their families for over 30 years. She combines her years of experience with the vast resources of Alex. Brown, a division of Raymond James, to deliver customized strategies that help meet her clients’ unique financial needs.

Perry and her team work exclusively with clients and families with significant wealth and complex financial needs. She provides sound and prudent investment strategies based on each client’s goals and risk parameters. She is committed to putting clients’ interests first utilizing an open architecture platform, and offering total transparency and unwavering professionalism and service.

Perry received a B.A. from Denison University in 1986 and completed the Securities Industry Institute at The Wharton School, University of Pennsylvania. She holds Series 7, 63 and 65 securities registrations and is an Accredited Investment Fiduciary®. She and her husband currently live in Washington, DC where they raised two sons and a number of Labrador retrievers. Passionate about the outdoors, she is an avid runner, hiker and biker. Perry is active in the community, serving on several committees and volunteer boards.