Pat Perry

"All of my life I have believed in and have been driven by the calling to assist those that need our help.  One way of serving this purpose is by providing a safe and secure place to live."

Pat Perry

Mr. Perry graduated from Towson University in 1998 with a Bachelor of Science in Economics. Prior to achieving his BS degree, Mr. Perry worked in the financial services industry with the Smithsonian Federal Credit Union for 5 years as a consumer lending officer and then 13 years with the Bank of Glen Burnie bank as a Credit Analyst and VP Commercial Lending. Subsequent positions include 10 years as CFO for an Italian dessert ingredient manufacturer and VP operations of an Asset Management company located in Southern/Central PA.

Mr. Perry was originally licensed as a series 6 and 63 Broker with CGMA in 2002 but subsequently left the industry when entering the manufacturing business. At the end of 2017, Mr. Perry re-entered the Financial Advisor business. Today, Mr. Perry is licensed as, a series 65 Investment Advisor, a series 6 and 63 Investment Company Products / Variable Contracts Representative, is a licensed Life and Health insurance agent and holds the following certifications: RMA Cash Flow Analysis, RMA Tax Return Analysis and RMA Advanced Commercial Lending, East Carolina University.

Pat was enrolled at Towson University as a Music Performance/Theory major in 1975. His affiliation with the Towson University Jazz Ensemble under the renowned Hank Levy for 3.5 years enabled him to participate in several recordings with the TU Jazz Ensemble and work with notable artists such as Stan Kenton. He exited music school to perform professionally full-time for over ten years and remains active today.