William Perry
Senior Vice President, Wealth Advisor at Morgan Stanley
Based in Pittsburgh, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Pittsburgh
Industry
Financial Services
Company size
100K
Contact information
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w•••••••@morganstanley.com
Phone
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Background
About William Perry
William Perry has provided financial advise to clients and has been with Morgan Stanley (and its predecessor firms) since 1979. His clients include higher worth individuals and families as well as private businesses. He focuses on helping investors identify, isolate and manage risk in the capital markets. He works with successful business owners and wealthy investors who are facing a transition in their life, whether they are looking to retire, sell, gift, or dispose of their business or financial assets. His mission is to understand each client's individual needs and work with each client towards achieving his/her financial goals. William is with the Penn-Atlantic Group at Morgan Stanley, a team of highly trained investment professionals. Mr Perry is an active member of the Pittsburgh Venture Capital Association, the Pittsburgh Emergency Medicine Foundation and Greater PIttsburgh Business Association.
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