Michael Perri

Wealth Manager

With over a decade of industry experience at organizations such as Merrill Lynch and Fidelity Investments, Michael has the knowledge to help navigate you and your family through your ever-changing financial landscape. After receiving his Bachelors of Science from the Ancell School of business at Western Connecticut State University, Michael started his financial career in New York City, just steps from the New York Stock Exchange. He later gathered invaluable experience in multiple capacities at Well Fargo Advisors, Merrill Lynch, TD Ameritrade and Fidelity. He believes that everyone’s financial situation is unique and should be treated as such. Rather than a cookie cutter, one size fits all style, Michael works with his clients to understand their unique situations, then utilizes our partnerships and resources to build and implement tailored plans to help them work toward reaching their specific goals. He finds that this is the best way to deliver true value to each and every one of his clients.

Michael has lived in Fairfield County Connecticut for over 25 years with his wife, 2 sons and their Olde English Bulldog, Luna. Outside of the office, Michael is an avid outdoorsman and enjoys grounding himself in nature whenever he can. He also enjoys coaching his son’s youth football and baseball teams. 

To better serve his clients in reaching their financial goals, Michael holds a Series 7, 65, 66 with LPL Financial and Life Accident and Health Insurance Licenses.