Joe Perry

Mr. Joseph A.
Perry is a President at Aviso Wealth Management.
In 2002, he started his own firm, Potomac Investments, Inc, which later became Aviso Financial.
He oversees the management and growth of the firm.
Mr. Perry previously worked at the Washington, DC office of Merrill Lynch, where he became one of the highest ranked advisors in the firm, based on client asset growth and revenue generation.
After five years with Merrill Lynch, he was recruited to PaineWebber, which was subsequently acquired by UBS.
Mr. Perry earned a B.A.
in International Studies and Economics at The American University.
He holds FINRA securities registrations 3, 7, 24, 63, 65 and 99, along with his insurance licenses for life, heath and variable annuities.