Tony Perry
Senior Premier Advisor
18110 Village Mart Drive
Olney,, MD 20832
About me
Background
I am a Senior Premier Advisor with experience in the financial services industry since 2001, 13 of them with Truist, and I use my passion for finance to assist clients in achieving their goals. I help empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management. In collaboration with a larger team, I take the time to understand what’s important to my clients and their families, the financial resources they’ve worked hard to build, and then develop a plan to help them toward retirement and beyond. My daily purpose is to put my clients first by helping to provide personal advice, exceptional service, and building their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
