Joe Perritt, CFP®
“My goals are to serve others well, and always be there for my clients.” – Joe Perritt
Joe Perritt started his career in 2019 as a part-time client service associate for a financial advisor. He was inspired by his mother, a retired financial advisor, to pursue a career as a wealth advisor. He saw the way she helped her clients and realized that he wanted to follow in her footsteps.
Joe specializes in serving professionals and small business owners. He is passionate about helping people and building relationships beyond clients’ financial endeavors. Joe does this through learning more about their stories and keeping up with their lives.
Joe graduated with honors in 2021 from the University of South Carolina’s Darla Moore School of Business with a Bachelor of Science in finance. When not in the office he loves attending sporting events and spending time with his family, friends and dog. His favorite activities include kayaking, hiking and spending time at the lake.
Volunteer/Charity Work: Mentoring young adults at his church
Most Recent Passport Stamp/Favorite Place To Vacation: Edisto Beach
Fun Fact: While in school, Joe worked as the equipment manager for the South Carolina Gamecocks.