Adam Perry
I am a partner on the PS & Associates team at Merrill Lynch. As a financial professional, my focus is on financial planning for affluent investors with an emphasis on physicians, retirees, and multigenerational families.
My Story
I’m a 2019 graduate of West Virginia University with a Bachelor’s Degree in Business Administration. While in school, I was involved with many different organizations at the business school as well as an active member of Delta Sigma Pi professional business fraternity Nu Upsilon Chapter. Outside of my studies, I spent a lot of time volunteering in community groups to help give back to this wonderful state I’m proud to call home.
I currently live in Teays Valley with my Bernese Mountain dog, Juco. I enjoy spending time with my family and friends and also volunteering in the community. My hobbies include golfing, hunting, and other outdoor activities. I’m an avid sports fan and come from a big baseball family.
Referrals & Contact Information
I’m looking for individuals and families that have financial questions involving financial planning, rollovers, inheritances, promotions/job changes, and important life events.