Mark Perry, MBA

[email protected]
(843) 424-1271 | 866-262-2245

My National Insurance Producer Number is 756569

The best way I can help you is to have a full picture of your current financial situation. Before our meeting together, please click the link below to complete a Financial Needs Analysis. Save to your computer and then use the “Upload” button at the bottom of this page to securely submit this Needs Analysis directly to me.

The button below will allow you to shop for Medicare Advantage Plans. Click to get started. Of course you can always reach out to me with any questions or concerns!

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About Me

With more than 37 years of experience on Wall Street and Financial Services, Mark Perry is committed to providing his clients with the highest caliber of professional and personal service.  A cum laude graduate of St. Michael’s College in Vermont with a bachelor’s degree in business, Mr. Perry holds an MBA in finance from the University of Hartford’s Barney School of Business in West Hartford, CT.

He began his investment career in 1980 in NYC with Citibank and moved to the American Stock Exchange (AMEX) as a Full Member and Registered Options Market Maker soon thereafter.  In 1987, Mr. Perry joined BankAmerica, where he was a VP & New York Manager for BankAmerica Futures, Inc.  He went on to join Euro-Brokers Futures, Inc. as a VP & Options Specialist, and in 1991 formed a limited partnership (registered as an American Stock Exchange Broker/Dealer) in which he served as the General Partner and Trading Advisor.

In 1994, Mr. Perry became an Options Specialist and Institutional Broker with several New York inter-dealer money brokers including Tullett & Tokyo Securities and Cantor Fitzgerald Securities on the 102nd floor of the former One World Trade Center in NYC.

In 1997, Mr. Perry left Wall Street to relocate to Myrtle Beach, SC to begin a career in financial services that spanned 18 years as a financial planner/advisor.  This began with Wells Fargo Advisors for 6 years and then followed with Royal Alliance Associates, Inc. as an independent Advisor in 2003 in the same capacity to serve individual investors with comprehensive investment planning and financial services for 12 years.

Mr. Perry relocated his business and personal residence to the Charleston area in June 2013 to focus on financial planning, capital preservation, risk management, and insurance services. Mr. Perry partnered with Cornerstone Wealth Advisory Group in 2017.