Joe Perdue, Cfp®, Crpc® Email and Phone Number
Joe Perdue, Cfp®, Crpc® personal email
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Joe Perdue, Cfp®, Crpc® phone numbers
A West Point graduate and CERTIFIED FINANCIAL PLANNER™ professional with over 20 years experience in business and personal financial planning. My partners and I founded Reveille Wealth Management to deliver a more effective process for achieving your financial goals with minimal risk. While financial planning is the core of what we do, we believe that our Rules-Based Investment Discipline separates us from others in financial services.Email me at Joe.Perdue@ReveilleWealth.com.
Reveille Wealth Management, Llc
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Managing Partner, Financial Planning DirectorReveille Wealth Management, Llc Jan 2021 - PresentPeachtree City, Georgia, United StatesFinancial Advisor | RJFSInvestment advisory services offered through Raymond James Financial Services Advisors, Inc.Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPCFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Managing Partner, Financial Planning DirectorReveille Wealth Management, Llc Jan 2021 - PresentPeachtree City, Georgia, United States
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Financial Advisor, Certified Financial Planner™Morgan Stanley Jul 2013 - Jan 2021Serving High Net Worth Individuals, Business Owners and Corporate Executives with financial planning. • Professional Portfolio Management• Retirement Planning• Trust & Estate Planning Strategies• Divorce• Company sponsored retirement plans• Business transition planning• Wealth preservation and insurance planning strategiesMorgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.htmlFor more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/joe.perdue/Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
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Financial AdvisorMerrill Lynch Jan 2010 - Jul 2013Serving High Net Worth Individuals, Business Owners and Corporate Executives with financial planning. • Retirement Planning• Trust & Estate Planning • Divorce• Company sponsored retirement plans• Business transition planning• Wealth preservation and insurance planning strategies
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President & OwnerStack Velocity Sports Performance Nov 2006 - Dec 2009Science-based training methodologies to improve athletic performance and fitness programs for adults. Sold business in Dec '09.
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U.S. Business ManagerSiemens Industry Dec 2004 - Feb 2007Profit & Loss Responsibility for Siemens' Industrial Automation business for the Paper Industry in the U.S.
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Account ManagerAbb Mar 2001 - Feb 2005Responsible for Industrial Automation Sales Business in southeastern U.S.
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Area ManagerThomaston Mills, Inc. Jul 1992 - Mar 2001Plant Manager for 400-employee mill. Company went out of business in 2001.
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Infantry OfficerUs Army May 1989 - Jul 1992Infantry Platoon Leader through Desert Storm, then Company Executive Officer for 18 months.
Joe Perdue, Cfp®, Crpc® Skills
Joe Perdue, Cfp®, Crpc® Education Details
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United States Military Academy At West PointBachelor Of Science - Bs
Frequently Asked Questions about Joe Perdue, Cfp®, Crpc®
What company does Joe Perdue, Cfp®, Crpc® work for?
Joe Perdue, Cfp®, Crpc® works for Reveille Wealth Management, Llc
What is Joe Perdue, Cfp®, Crpc®'s role at the current company?
Joe Perdue, Cfp®, Crpc®'s current role is Managing Partner, Financial Planning Director at Reveille Wealth Management, LLC.
What is Joe Perdue, Cfp®, Crpc®'s email address?
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Joe Perdue, Cfp®, Crpc®'s direct phone number is +167857*****
What schools did Joe Perdue, Cfp®, Crpc® attend?
Joe Perdue, Cfp®, Crpc® attended United States Military Academy At West Point.
What skills is Joe Perdue, Cfp®, Crpc® known for?
Joe Perdue, Cfp®, Crpc® has skills like Leadership, Team Building, Planning, Human Resources, Cross Functional Team, Mergers, Sales, Financial Planning, Networking, Business Development, Investments, Finance.
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