Toni Perez, AAMS®

Wealth Advisor

Toni Perez, AAMS®

Wealth Advisor

As a Wealth Advisor, Toni Perez uses her years of experience in the finance industry to help clients maneuver through the different areas of wealth management. From onboarding and implementations, to investment advice and review, Toni focuses on building strong relationships with clients to help them transition through their different life stages.

 

Toni graduated from the University of South Florida with a B.S Degree in Finance. She initially started her career in the Banking industry helping clients with their complex personal banking needs. There, she was able to work her way up the ladder, where she ultimately landed a position working with clients in the consumer and commercial lending space. Through years of hard work and determination, Toni entered into Corporate Finance with a fast-growing Technology company and ultimately helping them expand their business reach across state lines.

 

Toni and her family decided that Georgia was the place for them, and made the move to Alpharetta. Toni obtained her Insurance License, Series 7, 63 and 66. Then went on to obtain her AAMS® from the College for Financial Planning. Before joining Raymond James, Toni was an Advisor for Charles Schwab. She worked with a vast array of clients, from those who were just starting out to clients with highly complex financial needs.

 

Residing with her son, Sean and their two dogs Ryder and Ace, in Alpharetta Georgia since 2014, Toni spends her free time traveling with her family, working on various home improvement projects, and exploring the outdoors via kayaking, hiking or boating. Toni was born in New Jersey, however, grew up in Sarasota, FL.

As a Wealth Advisor, Toni Perez uses her years of experience in the finance industry to help clients maneuver through the different areas of wealth management. From onboarding and implementations, to investment advice and review, Toni focuses on building strong relationships with clients to help them transition through their different life stages.

 

Toni graduated from the University of South Florida with a B.S Degree in Finance. She initially started her career in the Banking industry helping clients with their complex personal banking needs. There, she was able to work her way up the ladder, where she ultimately landed a position working with clients in the consumer and commercial lending space. Through years of hard work and determination, Toni entered into Corporate Finance with a fast-growing Technology company and ultimately helping them expand their business reach across state lines.

 

Toni and her family decided that Georgia was the place for them, and made the move to Alpharetta. Toni obtained her Insurance License, Series 7, 63 and 66. Then went on to obtain her AAMS® from the College for Financial Planning. Before joining Raymond James, Toni was an Advisor for Charles Schwab. She worked with a vast array of clients, from those who were just starting out to clients with highly complex financial needs.

 

Residing with her son, Sean and their two dogs Ryder and Ace, in Alpharetta Georgia since 2014, Toni spends her free time traveling with her family, working on various home improvement projects, and exploring the outdoors via kayaking, hiking or boating. Toni was born in New Jersey, however, grew up in Sarasota, FL.

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