Broker Check
Joe Perritt, CFP®, CKA®

Joe Perritt, CFP®, CKA®

Wealth Advisor

“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.