Jose Pery
Jose focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. As a member of the Bank of America enterprise, he offers the widest range of financial products, from securities and investment opportunities through Merrill, to the whole range of banking products through Bank of America.
Jose draws on vast experience in the fields of finance and corporate management. He graduated from Fordham University Summa Cum Laude with a Bachelor’s Degree in Finance. Jose lives in Orange County with his wife and four children.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
