Meet the Team

Perry Smith

Perry Smith provides support to our partners and brokers in both estate and business planning.

Perry was formerly with Baystate Financial Services. Other experiences include Trust Officer with US Trust Company of New York; Advanced Sales Attorney with New England Life; and the Financial Services Director of a large New England CPA firm.

Perry graduated with honors from Dartmouth College with an AB in policy studies and government. He then received his JD* at American University and LL.M. (Tax) at Boston University Law School. He also holds CLU, ChFC, and CFP® designations, and is a Licensed Insurance Advisor in Massachusetts.

Perry and his wife reside in Wellesley, MA. He enjoys hiking, swimming and traveling.

* Licensed but not practicing on behalf of MML Investors Services, LLC

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