Steven Perry

Steven Perry is a Financial Consultant, Branch Manager, and Senior Vice President Investments at Benjamin F. Edwards & Co., based in Dillard, Georgia. In this leadership role, he provides comprehensive wealth management services and oversees branch operations, guiding individual and institutional investors on portfolio strategies and long-term financial planning. His key responsibilities include client relationship management, investment advisory, and multi-asset class portfolio construction.

With an investment career spanning over four decades, Steven previously held roles as Branch Manager and Financial Advisor at Wells Fargo Advisors, and as Financial Consultant and Branch Manager at A.G. Edwards & Sons, Inc. He brings deep expertise in equity securities, fixed income, and retirement planning, with a client base that often includes high-net-worth individuals and families. Perry is recognized for his strategic approach to asset allocation and risk management.

Steven holds a Bachelor’s degree in Psychology/Business from Heidelberg University, as well as a degree in Science & Mathematics from the University of Maryland College Park. His long-standing commitment to the financial industry is reflected in his consistent service and leadership, with a particular focus on holistic wealth management and tailored investment solutions for clients in the Southeastern United States.