Merrill Lynch Financial Advisor Adam Perry

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Adam Perry is a financial advisor based in Charleston, West Virginia, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Adam provides comprehensive financial planning services. His practice is focused on helping clients navigate their financial journeys and achieve their long-term objectives.

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