Shawn Perry
Managing Director at The Perry Richey Group of Baird Private Wealth Management
- Role
- Senior Vice President - Financial Consultant at Hilliard Lyons - A Baird Company
- Location
- Bowling Green, KY, US
- LinkedIn followers
- 500 followers
About Shawn Perry
In Shawn partnered with Mike Jennings to form the team that grew into the Jennings Perry Schmitt Financial Group. In 2013, they joined Hilliard Lyons. Shawn worked his way through college at Nat\'s Outdoor Sports while earning his degree in financial planning from Western Kentucky University in Shawn is a CERTIFIED FINANCIAL PLANNER™ and is instrumental in the initial stages of the team\'s wealth forecasting plan. His keen balance of big-picture strategy and detailed execution provide strong leadership and service to his clients. In 2016 Shawn completed the Certified Private Wealth Advisor® certification program. The CPWA® is an advanced credential created specifically for wealth managers that develop strategies for the sophisticated needs of high-net-worth individuals. He is a recipient of several prestigious awards with previous employers, named to publication On Wall Street’s Top 25 Regional Advisors Under 40 and currently serves on the CEO Council with HL. When not working, Shawn spends most of his time with his wife Natalie, and their three children. Shawn is originally from Logan County, KY and moved to Bowling Green just before high school. Shawn is very active in his community and local church and is currently serving on the Courage and Commitment Leadership team with Center For Courageous Kids in Scottsville, KY. Shawn enjoys golfing, reading, hunting, and traveling with family. Shawn and his wife, Natalie, also enjoy spending their extra time mentoring college students.
Experience
Senior Vice President - Financial Consultant
Hilliard Lyons - A Baird Company
Sep 2013 — Present
Securities and Investment advisory services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit my Hilliard Lyons website or Hilliard.com for states I am registered in. For additional disclosures, please visit disclosures.hilliard.com.
Education
Western Kentucky University
Bachelor of Science (BS), Finance, General
1994 — 1999
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.