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V. Conley Perry

CFP®, ChFC®, APMA®

Certified Financial Planner™ Practitioner

Private Wealth Advisor

Managing Partner



Bio

V. Conley Perry, a Raleigh native, has been a private wealth advisor for over twenty years. During this time, he has helped clients pursue their financial goals through comprehensive financial planning and investment management. Conley believes that the key to a successful financial planning relationship is treating his clients like family. He models his personal beliefs in his daily interactions with clients by being a patient and compassionate champion for his clients’ financial success. He holds the professional designations of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Accredited Portfolio Management Advisor℠ (APMA®), and securities licenses (Series 7, Series 63, Series 65). Conley holds his series 7 and 63 through LPL Financial and his series 65 with Independent Advisor Alliance.

 A graduate of the prestigious Cameron School of Business at the University of North Carolina at Wilmington, Conley received a Bachelor of Science degree in Finance. He began his career in banking over twenty-five years ago when he was one of thirty college graduates accepted into a highly coveted financial management program at First Citizens Bank. During those formative years, Conley gained a wealth of experience in assisting myriad clients towards their pursuit of their financial goals. He decided to embark on a vision of how he could be even more impactful by forging a new path as a private wealth advisor. He developed a keen sense of commitment to always serve the best interest of his clients through honest and prudent decision-making. 

Conley’s personal values influence his profession through a strong sense of ethics and the notion of a themed experience. He learned the value of helping others from his parents. They taught him the value of hard work and determination. Conley ventured into coaching youth basketball with an emphasis on academics, sportsmanship, and character. As a result, his support and mentoring contributed to over ten of his protégés receiving college admission and scholarships. He takes great pride in the fact that the long nights of travel for competitions, celebrations of small achievements, and trusting relationships is a part of his personal legacy. 

In his free time, Conley has several hobbies and interests. He enjoys living in downtown Raleigh and taking in the local sights and festivities. He is an avid golfer who has experienced the rare feat of 3 hole-in-ones. Conley is also a devoted fan of both collegiate and professional sports. Conley likes to spend quality time with family and friends. He enjoys traveling, especially to the beach, and listening to live music.

FOCUS/SPECIALTIES

  • Charitable Giving
  • Executive Benefits
  • Family Finances
  • Wealth Management and Investment Strategies
  • Portfolio Management
  • Retirement Income Strategies
  • Retirement Plan Distributions
  • Retirement Planning
  • Insurance Planning
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Education Planning
  • Planning for Professional Athletes

DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

EDUCATION

  • B.S. in Finance from UNC Wilmington

LICENSES

  • Series 7 and Series 63 - LPL Financial
  • Series 65 - Independent Advisor Alliance
  • NC Disability Insurance
  • NC Long-term Care Insurance