Address: Maplewood, New Jersey
Todd Perry of Maplewood, New Jersey has been in the financial industry as a wealth management consultant for over 20 years. He earned his bachelor’s degree from Rutgers University in 1989 and has since held the position of Managing Director for Deutsche Bank Alex Brown, Founding Partner of the Perry Group at Merrill Lynch, and Financial Advisor for Lehman Brothers. Perry now serves as Managing Director at UBS Wealth Management and has built relationships with his select clientele ranging from affluent families to entrepreneurs, helping them understand and manage their finances as well as plan for their future by setting up trusts and estates. Perry was most recently featured in Forbes Best-In-State Wealth Advisors, 2019, and Barron’s Top 1,200 Financial Advisors, 2019. He is an active contributor to multiple charities including RENS, KSK, and WSP Foundation.