Get to know Scott Perry, CFP®

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Scott Perry, CFP® Vice President, Investment Advisor Representative

As an Investment Adviser Representative, Scott Perry enjoys being able to meet with clients and help them make well-informed decisions to reach their financial goals.

With more than 25 years of experience in the financial industry, Scott began his career with a mutual fund company. He quickly realized his true passion was on the financial consulting side and made the switch. In 2020, he joined Teamwork Financial, where he still enjoys planning and consulting with clients to ensure they are on their way to their dream retirements.

Scott earned a bachelor’s degree from Texas A&M University and holds the designation of CERTIFIED FINANCIAL PLANNER professional.

A Texas native, Scott has been married to his wife, Renee, for nearly 30 years. They have three sons, Justin, Jonathan and Jacob, and one grandson, Flynn.