Perry A. McClain
Financial Advisor – Partner
Today, trusted financial advice is more important than ever. As your financial advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you, so we can address your most important priorities with a comprehensive plan that helps put your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.
My career spans Morgan Stanley for more than 20 years, UBS for six years, and, most recently, Conestoga Wealth Partners since 2015. With more than 30 years of experience as a financial advisor, you can feel confident that I bring the knowledge and experience to help guide you successfully through your financial journey.