Steven Perry Email and Phone Number
🌍 I've always been driven by a passion for entrepreneurship and helping others achieve their full potential. My journey began at just 15 years old when I launched my first company after spending a year as a commercial fisherman in Alaska. This early experience not only instilled in me the value of hard work but also paid my way through college, where I transitioned into the financial services industry.💼 At 20, I started as an intern at a Fortune 100 company, quickly becoming the top-performing intern nationwide. Over the next 17 years, I grew from a financial advisor into a leadership role where I had the privilege of guiding hundreds of advisors and interviewing thousands of candidates. My experience spans every level of the industry, from the brand-new intern to the managing partner leading the top-performing firm in the company’s history.📈 Throughout my career, I've experienced both highs and lows—from times when my rent checks bounced to the privilege of writing six-figure donations to charitable organizations. These experiences have shaped my understanding of what it takes to succeed, and I am deeply passionate about helping others achieve their best lives.🚀 In late 2023, following a calling from God, I made the bold decision to leave a $900,000 a year career to embark on a new entrepreneurial journey. My wife and I sold our lakefront home, Maserati, and Escalade, and moved into a rental to launch The Well Recruiting Solutions. This company was born out of faith and a desire to build something meaningful.🤝 Soon after, I brought on my incredible partner and COO, Brandon Murphy, and together, we've grown our team to over 20 talented members. We have the honor of serving the leaders of financial advisory teams, helping them find the talent they need to grow their firms. It's a privilege to engage in meaningful career transition conversations with candidates across the U.S., connecting them with some of the best firms in the country.🎯 Our vision is ambitious: by 2030, we aim to help 1,000 advisory firms close their talent gap and achieve their recruiting goals. I am passionate about making a lasting impact and helping others unlock their full potential.
The Well Recruiting Solutions
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Founder And CeoThe Well Recruiting Solutions Nov 2023 - PresentGreater Minneapolis-St. Paul AreaAs the Founder of The Well Recruiting Solutions, we are excited to connect ELITE TALENT with their IDEAL CAREER. We specialize in helping financial services companies hire new Financial Professionals. -
Founder/CeoRetire Well Solutions Sep 2024 - PresentGreater Minneapolis-St. Paul AreaWe believe people should retire TO something not FROM something. That is why we created the RetireWell Community and Education Site to help people write a New Story in retirement. -
AuthorThe Sponsored Entrepreneur Book Dec 2021 - PresentGreater Minneapolis-St. Paul AreaStep into the world of strategic entrepreneurship with "The Sponsored Entrepreneur" by Steve Perry. This book is more than a guide; it's a journey through the nuances of building a successful business in the financial services industry, enriched by Perry's personal saga from teen entrepreneur to financial powerhouse. Discover the power of sponsorship in business, learn to navigate the complexities of the financial world, and embrace leadership skills that foster growth and innovation. Packed with inspiring stories, practical tips, and Perry's unique insights, this book is an essential tool for anyone aiming to transcend traditional entrepreneurship and achieve extraordinary success. It's not just a read; it's an investment in your future. -
AuthorThe Capacity Model Book Jun 2021 - PresentGreater Minneapolis-St. Paul AreaStress is a gift from life telling us that it’s time to grow our capacity!Steve Perry exposes the key components to unlocking your best life. Its secret lies within The Capacity Model. Through his real-life experience operating as an entrepreneur, executive leader, and philanthropist, Steve uses storytelling to give you practical tools to grow your education, habits, and relationships. This book will help you to recognize the work you have already done, and give you tools to intentionally grow your capacity using these key areas. He will show you how stress is actually a gift from life telling us it’s time to grow and by employing The Capacity Model you will avoid breakdown, and instead level up by experiencing a best-life-building breakthrough! -
Managing PartnerNew York Life Insurance Company Apr 2016 - Sep 2023Greater Minneapolis-St. Paul AreaStarting as a 20 year-old intern and finishing as a Managing Partner with New York Life Insurance Company. During my 17 year tenure, I was blessed with many awards and accolades:•#1 Producing Intern Financial Advisor -2007•#1/500+ Producing Classes-2010•Youngest Promoted to Partner-2011•Youngest Promoted to Senior Partner-2014•Youngest Promoted to Managing Partner-2016•5X Partner Round Table Member•2x Managing Partner of Office who won most trophies in 175+ Company History (8-2017, 9-2018)•#3/500+ Recruiter-2021•3X #1/116 Average Appointment per Recruiter Leader•3X #1/116 Advisor Retention Leader•Consistent National Platform Speaker -
Senior PartnerNew York Life Insurance Company Sep 2014 - Mar 2016Anchorage, Ak -
PartnerNew York Life Insurance Company Mar 2011 - Sep 2014Anchorage, Ak -
Registered RepresentativeNylife Securities Llc Oct 2007 - Mar 2011 -
AgentNew York Life Insurance Company Nov 2006 - Mar 2011Anchorage, Ak -
OwnerPerry Pavement Services May 2001 - Nov 2006Anchorage, AkI owned and operated a pavement maintenance company specializing in residential crack sealing and asphalt sealcoating.
Steven Perry Education Details
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Finance -
Management Information Systems -
High School
Frequently Asked Questions about Steven Perry
What company does Steven Perry work for?
Steven Perry works for The Well Recruiting Solutions
What is Steven Perry's role at the current company?
Steven Perry's current role is Recruiting elite talent for financial services, wealth management, and insurance firms to accelerate growth | Founder/CEO, The Well Recruiting Solutions.
What schools did Steven Perry attend?
Steven Perry attended University Of Alaska Anchorage, Point Loma Nazarene University, Grace Christian School, The American College Of Financial Services.
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Steven Perry
North Ridgeville, Oh4gmail.com, onbase.com, hyland.com, marines.usmc.mil -
Steven Perry
Erie, Pa2pitt.edu, epic.com -
Steven Perry
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Steven Perry
Whitinsville, Ma
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