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Jim Perry profile image

Jim Perry

Senior Vice President Financial Consu... at Hilliard Lyons
Intro Book
Experienced financial planner with 30+ years of expertise in financial planning, estate planning, and wealth management.
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Location
Wayne County, West Virginia, United S...
Languages
  • English -
Skills
  • Financial Planning
  • Investment Advisory
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Show all
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Bio

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Jim Perry is a seasoned financial professional with 30 years of experience in financial planning, estate planning, and wealth management. He holds a Doctor of Law (J.D.) from West Virginia University College of Law and a Bachelor of Business Administration (B.B.A.) in Finance from Marshall University.

Credentials

  • Chartered Wealth Advisor
    Estate and Wealth Strategies Institute at Michigan State University
    Nov, 2006
    - Jun, 2026
  • Certified Financial Planner
    CFP Board
    Jul, 1991
    - Jun, 2026

Experience

Education

  • 1982 - 1985
    West Virginia University College of Law
  • 1978 - 1982
    Marshall University
  • 1975 - 1978
    Barboursville High School

Suggested Services

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Industry Focus. “Investment Banking”

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