Mark Perry Mt Pleasant

Mark Sherman Perry Mt Pleasant SC

Welcome to a website dedicated to the career and interests of Mark Sherman Perry of Mt Pleasant, SC. Before diving into his professional background, it’s important to note for future blog posts that Mark Sherman Perry of Mt Pleasant, SC is an avid pickleball and pool player as well as an active member of the Porsche Club. A former Alpine Ski Racer and St. Michael’s College Ski Team Captain, Mark S. Perry of Mt. Pleasant, SC will always jump at the opportunity to hit the slopes.

Mark Sherman Perry of Mt. Pleasant, SC is excited to use this website as an outlet to dive deeper into his interests so that others may also enjoy some of his favorite activities. Additionally, Mark S. of Mt. Pleasant, SC will pull from experiences in his financial career to provide general information that can help anyone looking to develop their understanding of their finances.

Get to Know The Career of Mark S. Perry of Mt. Pleasant, SC.

Mark Sherman Perry of Mt. Pleasant, SC is a highly experienced financial professional with a career spanning over 42 years on Wall Street and in Financial Services. Throughout his career, he has earned a reputation of unmatched commitment to providing his clients with the highest caliber of professional and personal services.

Mark S. Perry of Mt. Pleasant, SC graduated cum laude from St. Michael’s College in Vermont with a bachelor’s degree in business. He went on to earn an MBA in finance from the University of Hartford’s Barney School of Business in West Hartford, Connecticut, which has provided him with a solid academic foundation for his work.

Mr. Perry began his investment career in 1980 in New York City with Citibank, where he gained valuable experience in the financial industry. He then moved on to the American Stock Exchange (AMEX) as a Full Member and Registered Options Market Maker, where he honed his skills in stock trading and market making. In 1987, he joined BankAmerica as a VP & New York Manager for BankAmerica Futures, Inc. and continued to expand his expertise in the financial industry.

In 1991, Mark Sherman Perry of Mt. Pleasant, SC formed a limited partnership (registered as an American Stock Exchange Broker/Dealer) in which he served as the General Partner and Trading Advisor. This provided him with the opportunity to develop his own investment strategies and client base. In 1994, he became an Options Specialist and Institutional Broker with several New York inter-dealer money brokers, including Cantor Fitzgerald Securities on the 102nd floor of the former One World Trade Center in NYC.

In 1997, Mr. Perry decided to relocate to Myrtle Beach, SC where he began a career in financial services that spanned 18 years as a financial planner/advisor. He started with Wells Fargo Advisors for 6 years and then moved on to Royal Alliance Associates, Inc. as an independent Advisor in 2003. In both positions, he served individual investors with comprehensive investment planning and financial services.

Mr. Perry relocated his business and personal residence to the Charleston area in June 2013, where he has since adjusted his focus to specialize in financial planning, capital preservation, risk management, and insurance services. In 2017, he partnered with Cornerstone Wealth Advisory Group as a VP and continues to grow his practice, leveraging his extensive experience and expertise to provide his clients with the highest quality financial advice and services.

Mark Sherman Perry of Mt. Pleasant, SC on The Importance of a Financial Analysis

When people learn of Mark Sherman’s background, they often start to ask for financial guidance regarding their own journeys. One thing that Mark S. Perry of Mt. Pleasant, SC explains to each of these people is that their financial goals should be dependent on their aspirations. Because of this, conducting a financial needs analysis is a must.

A financial needs analysis (FNA) is a comprehensive assessment of your current financial situation and future goals. It helps you identify areas where you can improve your financial health and make informed decisions about your finances. Whether you’re just starting out or have been managing your money for years, an FNA can provide valuable insights and guidance.

Step 1: Mark Sherman Perry of Mt. Pleasant, SC Encourages You to Gather Your Financial Information

Before you can begin your analysis, you need to gather all of your relevant financial information. This includes:

  • Income: Your income from wages, salaries, investments, and other sources.
  • Expenses: Your monthly expenses, including housing, utilities, transportation, food, and other living costs.
  • Assets: Your assets, such as savings, investments, real estate, and other valuable items.
  • Liabilities: Your debts, such as credit card balances, student loans, and car loans.
  • Insurance: Your insurance coverage, including health, life, and property insurance.

Step 2: Mark S. Perry of Mt. Pleasant, SC Encourages You to Review Your Current Financial Situation

Once you have gathered your financial information, you can begin to review your current financial situation. This involves:

  • Creating a budget: Track your income and expenses for a month to see where your money is going.
  • Calculating your net worth: Subtract your liabilities from your assets to determine your net worth.
  • Assessing your credit score: Your credit score is an important factor in your financial health. You can get a free credit report from AnnualCreditReport.com.

Step 3: Mark Sherman Perry of Mt. Pleasant, SC Encourages You to Identify Your Financial Goals

What do you want to achieve with your finances? Are you saving for a down payment on a house? Planning for retirement? Paying off debt? Once you know your goals, you can start to develop a plan to reach them.

Step 4: Develop a Financial Plan

Your financial plan should outline how you will go about achieving your goals. This may include:

  • Creating a savings plan: Set realistic savings goals and make regular contributions to your savings accounts.
  • Paying off debt: Develop a debt repayment plan to eliminate your debt as quickly as possible.
  • Investing for the future: Invest in a diversified portfolio of stocks, bonds, and other assets to grow your wealth over time.

Step 5: Mark S. Perry of Mt. Pleasant, SC Encourages You to Review and Update Your FNA Regularly

Your financial situation is constantly changing, so it’s important to review your FNA regularly and make adjustments as needed. This will help you stay on track to achieve your financial goals.

Additional Tips for Conducting a Financial Needs Analysis:

  • Seek professional advice: If you feel overwhelmed or need personalized guidance, consider consulting with a financial advisor.
  • Use financial tools and resources: There are many online tools and resources available to help you with your FNA, such as budgeting apps and investment calculators.
  • Take it slow and steady: Don’t try to do everything at once. Start with small steps and gradually make progress towards reaching your financial goals.