Diane Perry Email & Phone Number

Diane Perry, Portfolio Manager with 3Macs - a division of Raymond James has built a successful practice spanning 20 + years with a focus on financial planning and strategic wealth management for investors, retirees and the next generation – most of who come to her through referrals.“My passion is educating and guiding people to achieve success.”Early in her career, Diane identified the power of financial planning and pioneered this value-added service as the cornerstone of her practice to provide a more holistic approach to managing wealth. Diane’s approach to working with clients establishes a “financial pathway” encompassing:• Financial planning• Retirement planning• Investment planning• Tax planning• Education funding• Estate planning Diane’s ability to build trusting relationships and foster open dialogue affords her the ability to:• Understand the client’s “why” of their goals• Go beyond top-line numbers and performance• Learn about her client’s lifestyle goals• Build a close relationship with clients over lengthy periods of time• Adjust a client’s plan based on life stage and changing needsAfter taking the time to understand a client’s unique circumstances and goals, Diane and her team design a customized portfolio balancing:• Current economic conditions• Time horizons• Risk tolerance and • Strategic asset allocation (a process that is ever evolving)Diane is a firm believer in empowering clients to meet their goals and feels this is achieved best through:• Education and seminars• Face-to-face meetings• Frequent communication and timely portfolio reviews• Helping clients think about their money in different ways – how does it help you achieve your goals vs. do you have enough?• Having open conversations that are cross-generational• Focusing on life stage, age, and tolerance for risk and goals achievement http://bit.ly/1nspoNn/*********/http://bit.ly/1nspoNn

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  Concordia University

  Finance, General