Richard E. Perry Jr., AIF®, CLTC®
After spending more than 20 years in the high-tech industry as the founder and president of Computer Support Products, Rick began his career in financial services at Smith Barney in Danvers, Massachusetts. Rick's desire to provide his clients with superior products and services in a friendly and caring environment led him to join Clippership Financial Services, a subsidiary of Salem Five Bank of Salem, Massachusetts. During his 4½-year tenure as a vice president at Clippership Financial, Rick also served as a mentor with the Peabody Education Council to high school seniors interested in pursuing a career in finance. In 2004, Rick accepted the position of vice president at Bank of America Investment Services in North Reading, Massachusetts. Always striving to provide each of his clients with more comprehensive and personalized service, Rick moved his practice to Topsfield, Massachusetts, in early 2006, where he is an independent investment advisory representative of Commonwealth Financial Network®.
Rick holds the Accredited Investment Fiduciary® (AIF®) designation; FINRA Series 7, 63, and 65 securities registrations; and Massachusetts life and health insurance licenses.
Rick and his wife, Robin, live in Gloucester, Massachusetts. In addition to spending time with his family, Rick enjoys playing golf and tennis, going to concerts, and traveling.
2013-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/2023 based on data gathered within 12 months preceding the issue date. 3,923 advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.