Perry Sutton

Perry Sutton, CIMA®, CRC®, AIF®, CPFA®
Director Financial Advisor Truist Investment Services, Inc.

1011 Route 73N

Marlton, NJ 08053

Perry.sutton@truist.com

Phone 856-355-8983

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About me

Background

Perry Sutton, CIMA®, CPFA®, AIF®, CRC®, is a Director and Financial Advisor at Truist Investment Services, bringing 16 years of experience in financial planning, investment, and risk management. Perry specializes in guiding individuals nearing retirement to transition with a sense of well-being, supporting them through retirement, and serving their next generation with dedicated care. He also specializes in helping those navigating sudden wealth—whether from inheritances, divorces, business sales, or lottery winnings. For corporate retirement plans, Perry provides valuable relationship management, oversees investment selection and monitoring, encourages participant education, and helps plan sponsors with risk management strategies. Supported by a team of investment management professionals, including specialists in wealth, insurance (through a third-party entity), banking, credit, estate and trust planning, fiduciary, and commercial lending, Perry leverages cutting-edge technology to help deliver tailored solutions nationwide.  

Based in Burlington County, Southern New Jersey, Perry serves clients across the United States with empathy, integrity, and dependability. His greatest joy is helping clients achieve their dreams through strategic planning. Ready for strategies to help provide financial well-being for your family’s future? Connect with Perry to explore personalized strategies today.

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
Seton Hall University 2008

Personal Interests

A passionate motorcyclist and President of the Hiram’s Thunder chapter of the NJ Widows Sons, Perry leads charitable initiatives and is a past president of the Mount Holly Rotary Club. He enjoys cooking, drumming, travel, and advocating for animal welfare and conservation, living with his wife in Southern NJ

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

Locations

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