Michael Perrone

Background

About Michael Perrone

A serial entrepreneur, Michael started his first business in middle school and has dedicated his career to helping high-achieving clients build on their own success. With clients across the United States, Michael primarily works with equity compensated executives, healthcare executives, business owners, and affluent individuals and families. Before joining Wells Fargo Advisors in 2023, he worked at Merrill Lynch and then Stifel. Michael understands the importance of continuing education, for both him and his clients. Michael has earned the Accredited Wealth Management Advisor, AWMA®, professional certification through the College of Financial Planning and the Accredited Investment Fiduciary, AIF®, designation through the Center for Fiduciary Studies. Michael serves on the board of trustees at Nazareth University and frequently speaks to senior seminar classes to discuss his experiences and career path with soon-to-be graduates. As the son of an Army Colonel and Sheriff’s Department Major, Michael is proud to support the Veterans Outreach Center (VOC) and the Monroe County Sheriff’s Foundation.He and his wife, Erica, currently reside in Victor, NY with their daughter, Amelia, and two dogs, Sophie, a half-lab/half-pit bull rescue and Frank, a French Bulldog. Outside the office, he is passionate about physical and mental fitness and enjoys golfing, cooking and an occasional nice glass of wine with family and friendsThis information is intended for use by residents of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, and WY only.CA Insurance License Number 0L80437. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social