Troy Petry

Troy D Petry

Senior Registered Client Service Associate

Troy is a versatile part of our operations team, helping our advisors prepare for client meetings, handling much of our clients’ trading activity, and ensuring that our office is always a welcoming place.

Troy earned his Bachelor of Business Administration from the University of Baltimore in 1995. Shortly thereafter in 1996, he

started his career with Legg Mason. As a Funds Associate, Troy worked

with Legg Mason until 2009, when he began working on various merger-related projects for Morgan Stanley. He joined our team in 2011 as a Registered Client Service Associate. Troy is Series 7 and 66 licensed.

Although he is a Carroll County native, Troy lives in Littlestown, Pennsylvania, with his wife Tracy and their three children—Taylor, Tyler and Tanner. Not to be forgotten is Tucker, their family’s Pomeranian/Chihuahua mix. Ask Troy and he will share with you that his Christian faith is the center of his life. Troy loves to spend time with his family and is perhaps the most avid Orioles fan we know.