Troy Petry

Registered Client Service Associate

Troy Petry

Troy is a versatile part of our operations team. He helps our advisors prepare for client meetings, handles most of our clients’ trading activity, and ensures that our office is always a welcoming environment for clients.

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 continued with Legg Mason until 2009, when he began working on various merger-related projects for Morgan Stanley. We are grateful that he joined our team in 2011. Troy is Series 7 and 66 licensed.

Although he is a Carroll County native, Troy lives in Littlestown, Pennsylvania, with 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.

Addressing our clients’ operational and administrative needs is always my priority.
Troy Petry