Our Team

Jonathan N. Perry, CFP®

Jonathan Perry has extensive financial services experience and has earned the designation of CERTIFIED FINANCIAL PLANNERTM.  Prior to founding Perry Planning Group, he served in various client advisory and management roles within major financial institutions in North Carolina, primarily in the areas of trust, investment management, and financial planning.  He is a graduate of Wake Forest University where he earned a Bachelor of Arts degree, Campbell University where he earned a Master of Business Administration degree and a Master of Trust & Investment Management degree, and Campbell University’s Southeastern Trust School.  He is an Adjunct Professor in the Master of Trust & Wealth Management degree program at Campbell University.  He is a past Chairman and past Executive Board member of the Trust Education Foundation.  He currently serves as Treasurer and as a member of the Boy Scouts of America Occoneechee Council’s Board of Directors, Executive Committee, Budget, Investment, and Finance Committees.  He is a member of Central Baptist Church in Wendell, NC, and a member of the Hiram 40 Masonic Lodge.  Most importantly, he is a husband and proud father of two children.

Email Mr. Perry at jonathanperry@securitiesmail.com