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Gilbert R. Perry
Gilbert R. Perry
First Vice President - Wealth Management
Financial Advisor
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5947
toll free: 800-556-7757
fax: 401-861-2470
Email Me
Welcome Education Honors Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • BA, 1968
    Holy Cross College
    Worcester, MA
  • Series 7 - General Securities Representative, 1978
  • Series 63 - Uniform State Exam, 1979
  • Series 65 - Investment Advisory Agent, 1993
Honors and Recognitions
  • President's Council
    Smith Barney
  • Century Council
    Smith Barney
Services
  • Asset Management
  • Fixed Income
  • Futures
  • Lending Services
  • Municipal Bonds
  • Wealth Management
Business Experience
  • 2002 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Financial Advisor
    Providence, RI
  • 1978 - 2002: Smith Barney
    Vice President - Wealth Management
    Minneapolis, MN
Bulletin Board
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
  • Too many IRAs? Contact us to help consolidate your retirement plans.
Gilbert R. Perry is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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