Daniel J. Perry
Daniel Perry joined the Allied Wealth Partner’s team in July 2019 after graduating from Stockton University with a Bachelor of Science degree in Business Studies with a concentration in Business Management and a Minor in Economics. He is a member of NAIFA’s Young Advisor Team, which was created to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry. With Daniel’s skillset he thinks this is great opportunity for him to help newcomers overcome the challenges faced when starting their careers in the financial services industry.
Daniel’s desire to make a difference in the lives of others has guided him to the Financial Services Industry. He has used his newfound knowledge of the Financial Services Industry to begin helping individuals and businesses by developing comprehensive financial strategies that address your investing and retirement goals while advocating for the appropriate amount of insurance protection. He takes his time to understand your needs and goals so he can develop a personalized financial strategy tailored to you. He wants to help provide you with a strategy that will protect, save, and grow your wealth for generations.
Daniel holds his FINRA Series 7 and Series 66 registrations On the insurance side, he holds licenses in Life, Health, Property, and Casualty insurance lines.
In Daniel’s free time he enjoys watching sports while rooting for all Philadelphia sports teams. In addition, he enjoys exercising in the gym, biking, and playing sports. He currently resides in Hamilton Square, New Jersey where he has lived his whole life.