Phillip R. Perry

Phillip R. Perry is a seasoned financial advisor with extensive experience in wealth management and financial planning. Currently serving as an independent financial advisor at Keenan Financial since February 2019, Phillip specializes in comprehensive financial services for high-net-worth individuals, families, and businesses. Prior to this role, Phillip held advisory positions at LPL Financial and NYLIFE Securities, LLC, and served as a Licensed Agent with New York Life Insurance Company. Additionally, Phillip has demonstrated leadership as Chairman of the Board of Directors for Sigma Chi 6100 San Amaro, Incorporated, and has held various positions in legal and project management roles earlier in their career. Phillip obtained a BBA in Business Law from the University of Miami and has a foundational education from the University of Massachusetts Amherst and East Bridgewater High School.