Perry Smith
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Perry Smith Email & Phone Number

Director of Estate/Business Planning at Commonwealth Financial Group at Commonwealth Financial Group
Location: Boston, Massachusetts, United States 4 work roles 2 schools
1 work email found @finsvcs.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@finsvcs.com
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Current company
Commonwealth Financial Group
Role
Director of Estate/Business Planning at Commonwealth Financial Group
Location
Boston, Massachusetts, United States
Company size
251 employees

Who is Perry Smith? Overview

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Quick answer

Perry Smith is listed as Director of Estate/Business Planning at Commonwealth Financial Group at Commonwealth Financial Group, a with 251 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at finsvcs.com and a matched LinkedIn profile for Perry Smith.

Perry Smith previously worked as Director of Estate & Business Planning at Commonwealth Financial Group and Director of Advanced Sales at Baystate Financial Services. Perry Smith holds Ll.M., Tax Law from Boston University School Of Law.

Company email context

Email format at Commonwealth Financial Group

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{first}{last}@finsvcs.com
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Profile bio

About Perry Smith

Perry Smith is a Director of Estate/Business Planning at Commonwealth Financial Group at Commonwealth Financial Group. He possess expertise in estate planning, financial services, financial planners, securities, fixed annuities and 31 more skills.

Listed skills include Estate Planning, Financial Services, Financial Planners, Securities, and 32 others.

Current workplace

Perry Smith's current company

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

Commonwealth Financial Group
Commonwealth Financial Group
Director of Estate/Business Planning at Commonwealth Financial Group
boston, massachusetts, united states
Website
commonwealthfinancialgroup.com
Employees
251
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4 roles · 40 years

Perry Smith work experience

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

Director Of Estate & Business Planning

Current
Commonwealth Financial Group

101 Federal Street, Suite 800, Boston, Ma 02110

I am affiliated with Massachusetts Mutual life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services and annuities. In addiiton, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Jun 2006 - Present

Director Of Advanced Sales

Baystate Financial Services

Provide tax and legal planning support to agent/broker production partners.

2000 - Jun 2006

Pricipal - Financial Services

Carlin Charron & Rosen
1998 - 2000 ~2 yrs

Assistant Counsel

New England Life Insurance Co.

Provide Advanced Sales Support to National network of agents and brokers on financial, estate and business planning matters.

1987 - 1990 ~3 yrs
Team & coworkers

Colleagues at Commonwealth Financial Group

Other employees you can reach at commonwealthfinancialgroup.com. View company contacts for 251 employees →

DB David Baller David Baller Colleague at Commonwealth Financial GroupCharleston, South Carolina, United States View → MN Michael Naughton Michael Naughton Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States View → RM Ryan Mccall Ryan Mccall Colleague at Commonwealth Financial GroupFalls Church, Virginia, United States View → AS Alden Skillings Alden Skillings Colleague at Commonwealth Financial GroupWestford, Massachusetts, United States View → AH Andrew Howrigan Andrew Howrigan Colleague at Commonwealth Financial GroupGreater Burlington Area, United States View → LD Leanda Davison Leanda Davison Colleague at Commonwealth Financial GroupTownsville, Queensland, Australia View → TM Tyler Mann Tyler Mann Colleague at Commonwealth Financial GroupGreater Boston, United States View → WD Walter Dunlap Walter Dunlap Colleague at Commonwealth Financial GroupJohns Island, South Carolina, United States View → DJ Douglas Johnson, Aif ® Douglas Johnson, Aif ® Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States View → KO Kathleen O'Neill Kathleen O'Neill Colleague at Commonwealth Financial GroupUpton, Massachusetts, United States View →
2 education records

Perry Smith education

Ll.M., Tax Law

Boston University School Of Law

Activities and Societies: Dartmouth College - AB with Honors (1980) Washington College of Law - American University - JD (1984)

Education record

Governors Academy, Byfield, Massachusetts
FAQ

Frequently asked questions about Perry Smith

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

What company does Perry Smith work for?

Perry Smith works for Commonwealth Financial Group.

What is Perry Smith's role at Commonwealth Financial Group?

Perry Smith is listed as Director of Estate/Business Planning at Commonwealth Financial Group at Commonwealth Financial Group.

What is Perry Smith's email address?

AeroLeads has found 1 work email signal at @finsvcs.com for Perry Smith at Commonwealth Financial Group.

Where is Perry Smith based?

Perry Smith is based in Boston, Massachusetts, United States while working with Commonwealth Financial Group.

What companies has Perry Smith worked for?

Perry Smith has worked for Commonwealth Financial Group, Baystate Financial Services, Carlin Charron & Rosen, and New England Life Insurance Co..

Who are Perry Smith's colleagues at Commonwealth Financial Group?

Perry Smith's colleagues at Commonwealth Financial Group include David Baller, Michael Naughton, Ryan Mccall, Alden Skillings, and Andrew Howrigan.

How can I contact Perry Smith?

You can use AeroLeads to view verified contact signals for Perry Smith at Commonwealth Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Perry Smith attend?

Perry Smith holds Ll.M., Tax Law from Boston University School Of Law.

What skills is Perry Smith known for?

Perry Smith is listed with skills including Estate Planning, Financial Services, Financial Planners, Securities, Fixed Annuities, Disability Insurance, Life Insurance, and Long Term Care Insurance.

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