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Ed Perez Email & Phone Number

Managing Director - Investments - Senior Investment Portfolio Management Director at Wells Fargo Advisors

Location: Anaheim, California, United States 1 work role 1 school

1 work email found @morganstanley.com 1 phone found area 888 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

Wells Fargo Advisors

Role

Managing Director - Investments - Senior Investment Portfolio Management Director

Location

Anaheim, California, United States

Company size

15127 employees

Who is Ed Perez? Overview

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Quick answer

Ed Perez is listed as Managing Director - Investments - Senior Investment Portfolio Management Director at Wells Fargo Advisors, a with 15127 employees, based in Anaheim, California, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 888, and a matched LinkedIn profile for Ed Perez.

Ed Perez previously worked as Managing Director - Investments at Wells Fargo Advisors. Ed Perez holds Bachelor Of Arts, Finance - Mihaylo College Of Business And Economics from California State University-Fullerton.

Company email context

Email format at Wells Fargo Advisors

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{first}.{last}@morganstanley.com

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AeroLeads found 1 current-domain work email signal for Ed Perez. Compare company email patterns before reaching out.

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Profile bio

About Ed Perez

Ed Perez has achieved Managing Director status at the firm. He has also recently attained a Senior Portfolio Management Director Rank, He invests for Non-Profits as well as advising roughly 300 Mom and Pop households. Ed is committed as a proactive Investment Coach to many friends. He focuses on custom individual portfolios to help clients achieve financial security. Services-- Wealth Management-- Retirement Plan Blueprints-- 401(k) Rollovers -- In-service Withdrawals -- Rule 72t Consulting -- Money Market and Earned Interest Enhancements-- ETF Analysis-- Insurance Licensed -- Estate Planning Strategies-- Option Strategies-- LEAPS -- Roth IRAs-- SEP and Simple Retirement Solutions Focuses on: Personal Net Worth & Cash flow Analysis, Comprehensive Wealth Management, Retirement Planning and Income Analysis and Strategic Assets AllocationI enjoy spending time with my wife Erin and our children Mckenna, Chase and Evan, Hiking, Single Trail Running, Kayaking with the family, Enjoying a Great Cigar, Golfing, LA Kings Hockey, The Triple Crown and Sharing a Great Bottle of Red Wine with friends. Our most recent gift was McKenna getting into the nursing program at TCU with the founders scholarship. We are so proud of her !

Current workplace

Ed Perez's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors

Managing Director - Investments - Senior Investment Portfolio Management Director

st. louis, missouri, united states

Website

wellsfargoadvisors.com

Employees

15127

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Company profile

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1 role

Ed Perez work experience

A career timeline built from the work history available for this profile.

Managing Director - Investments

Wells Fargo Advisors

Jul 2023 - Present - Orange County, California, United States

Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

HS

Homer Shuler Colleague at Wells Fargo AdvisorsColumbus, Georgia, United States View → VF

Vicente Fernandez Colleague at Wells Fargo AdvisorsGreater Bilbao Metropolitan Area, Spain View → KM

Kristain Morris Colleague at Wells Fargo AdvisorsRandleman, North Carolina, United States View → BG

Bo Gard Colleague at Wells Fargo AdvisorsGulfport, Mississippi, United States View → DS

Domenick Serafine Colleague at Wells Fargo AdvisorsNorfolk, Virginia, United States View → MR

Michael Rodriguez Colleague at Wells Fargo AdvisorsOmaha Metropolitan Area, United States View → SH

Shelley Haynes Colleague at Wells Fargo AdvisorsSt Petersburg, Florida, United States View → W(

William (Ken) Orbin Colleague at Wells Fargo AdvisorsLewisville, Texas, United States View → RL

Ronke Layonu Ogunyode Colleague at Wells Fargo AdvisorsShakopee, Minnesota, United States View → BE

Brian Eagan Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States View →

1 education record

Ed Perez education

California State University-Fullerton

Finance - Mihaylo College Of Business And Economics

FAQ

Frequently asked questions about Ed Perez

Quick answers generated from the profile data available on this page.

What company does Ed Perez work for?

Ed Perez works for Wells Fargo Advisors.

What is Ed Perez's role at Wells Fargo Advisors?

Ed Perez is listed as Managing Director - Investments - Senior Investment Portfolio Management Director at Wells Fargo Advisors.

What is Ed Perez's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Ed Perez at Wells Fargo Advisors.

What is Ed Perez's phone number?

AeroLeads has found 1 phone signal(s) with area code 888 for Ed Perez at Wells Fargo Advisors.

Where is Ed Perez based?

Ed Perez is based in Anaheim, California, United States while working with Wells Fargo Advisors.

What companies has Ed Perez worked for?

Ed Perez has worked for Wells Fargo Advisors.

Who are Ed Perez's colleagues at Wells Fargo Advisors?

Ed Perez's colleagues at Wells Fargo Advisors include Homer Shuler, Vicente Fernandez, Kristain Morris, Bo Gard, and Domenick Serafine.

How can I contact Ed Perez?

You can use AeroLeads to view verified contact signals for Ed Perez at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Ed Perez attend?

Ed Perez holds Bachelor Of Arts, Finance - Mihaylo College Of Business And Economics from California State University-Fullerton.

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