Senior Partner, Business & Estate Planning | JD*, LL.M., CLU®, ChFC®, CFP®
Perry re-joined Commonwealth Financial Group in 2006 after an 8 year stint in the 1990’s. Prior to returning to CFG, Perry was with Baystate Financial Services. Other experiences include Trust Officer with US Trust Company of New York, Advanced Sales Attorney with New England Life and the Financial Services Director of a large New England CPA firm.
Perry graduated with honors from Dartmouth College with an AB in Policy Studies and Government, and then received his JD at American University and LL.M. (Tax) at Boston University Law School. He also holds CLU, ChFC, and CFP® designations, and is a Licensed Insurance Advisor in Massachusetts.
Perry provides technical, tax and legal support to our partners and brokers in both estate and business planning. He does not practice law or provide tax advice on behalf of Commonwealth Financial Group, MassMutual or MML Investors Services, LLC. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel.
Perry and his wife reside in Wellesley, MA. He enjoys hiking, swimming and traveling.
101 Federal Street, Suite 800
Boston, MA 02110
*Perry does not practice on behalf of MassMutual or Commonwealth Financial Group