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Steven Perry Email & Phone Number

Recruiting elite talent for financial services, wealth management, and insurance firms to accelerate growth | Founder/CEO, The Well Recruiting Solutions at The Well Recruiting Solutions
Location: Chaska, Minnesota, United States 10 work roles 4 schools
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Recruiting elite talent for financial services, wealth management, and insurance firms to accelerate growth | Founder/CEO, The Well Recruiting Solutions
Location
Chaska, Minnesota, United States

Who is Steven Perry? Overview

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Steven Perry is listed as Recruiting elite talent for financial services, wealth management, and insurance firms to accelerate growth | Founder/CEO, The Well Recruiting Solutions at The Well Recruiting Solutions, based in Chaska, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Steven Perry.

Steven Perry previously worked as Founder and CEO at The Well Recruiting Solutions and Founder/CEO at Retire Well Solutions. Steven Perry holds Business, Finance from University Of Alaska Anchorage.

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The Well Recruiting Solutions

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Profile bio

About Steven Perry

🌍 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.

Current workplace

Steven Perry's current company

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The Well Recruiting Solutions
The Well Recruiting Solutions
Recruiting elite talent for financial services, wealth management, and insurance firms to accelerate growth | Founder/CEO, The Well Recruiting Solutions
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10 roles

Steven Perry work experience

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Founder And Ceo

Current

Greater Minneapolis-St. Paul Area

As 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.

Nov 2023 - Present

Founder/Ceo

Current

Greater Minneapolis-St. Paul Area

We 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.

Sep 2024 - Present

Author

Current

Greater Minneapolis-St. Paul Area

Step 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.

Dec 2021 - Present

Author

Current

Greater Minneapolis-St. Paul Area

Stress 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.

Jun 2021 - Present

Managing Partner

Greater Minneapolis-St. Paul Area

  • Starting 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
Apr 2016 - Sep 2023

Owner

Perry Pavement Services

Anchorage, AK

I owned and operated a pavement maintenance company specializing in residential crack sealing and asphalt sealcoating.

May 2001 - Nov 2006
4 education records

Steven Perry education

High School

Activities and Societies: Basketball, Track and Field, Cross Country Running

FAQ

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What company does Steven Perry work for?

Steven Perry works for The Well Recruiting Solutions.

What is Steven Perry's role at The Well Recruiting Solutions?

Steven Perry is listed as Recruiting elite talent for financial services, wealth management, and insurance firms to accelerate growth | Founder/CEO, The Well Recruiting Solutions at The Well Recruiting Solutions.

Where is Steven Perry based?

Steven Perry is based in Chaska, Minnesota, United States while working with The Well Recruiting Solutions.

What companies has Steven Perry worked for?

Steven Perry has worked for The Well Recruiting Solutions, Retire Well Solutions, The Sponsored Entrepreneur Book, The Capacity Model Book, and New York Life Insurance Company.

How can I contact Steven Perry?

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What schools did Steven Perry attend?

Steven Perry holds Business, Finance from University Of Alaska Anchorage.

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