Joseph Perna

Senior Financial Planner And High Net Worth Team Lead at Motley Fool Wealth Management

Joseph Perna is a Senior Financial Planner and High Net Worth Team Lead at Motley Fool Wealth Management. Prior to this role, Joseph worked as the Director of Financial Planning at Northwestern Mutual and as a Financial Advisor at Morgan Stanley Smith Barney. Joseph also gained experience as an Intern at Calvert Foundation. Joseph holds a degree in International Business from American University.

Links

Previous companies

Northwestern Mutual logo
Morgan Stanley logo

Timeline

  • Senior Financial Planner And High Net Worth Team Lead

    November, 2014 - present