David Perrone
AIF®
Financial Advisor
As an Investment Counselor affiliated with Raymond James Financial Services, David places a high value on small town relationship building in concert with the resources a large-scale organization brings. In his role as fiduciary, David tailors a plan that aims to achieve each client’s financial, and ultimately, personal goals. With over ten years of experience, he takes pride in continuing this legacy of a personal approach to finance; advancing the financial objectives of the professionals, families, and business owners who make up his community. Taking the time to understand his clients and their needs is the driving ethos of his work, instilled through a family-built business, and one that speaks most closely to his own professional goals.
David is a member in good standing of the Financial Planning Association. He holds his Series 7, 9/10 and 66 securities licenses. He also earned the AIF certification. In addition, he is licensed in life and health insurance. In 2021, David was recognized as a Forbes BestIn-State Wealth Advisor. In 2019, he was recognized as a Forbes Best-In-State NextGeneration Advisor. In both 2018 and 2017, David was recognized by Forbes as a Top Next-Generation Wealth Advisor*. He is a member of the Metuchen Area Chamber of Commerce.
David graduated from Bentley University in 2007 with a Bachelor of Science in Finance. He is an alumnus of St. Joseph’s High School, Metuchen as well as an Eagle Scout. He is a proud and active sponsor of various community organizations and events including THE FUCE 5K and Metuchen Little League. He is also a lifelong parishioner of St. Francis Cathedral. When not managing his clients’ portfolios, David can be found playing a round of golf, spending time at the Jersey shore, or at home in Edison, N.J. with his wife, Meredith, son, Luke, and golden doodle, Murphy.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Best-In-State Wealth Advisors (2021)
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
2019 Next-Gen Best-In-State Wealth Advisors
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
America's Top Next Generation Wealth Advisors / Top Millennial Advisors (2018)
Data provided by SHOOKTM Research, LLC as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. Out of 2,356 advisors considered, 500 made the final list in 2017.
