Perry Bacon Jr.

Founding Partner
Marine Street Financial

Address

7825 Fay Ave #240
La Jolla, CA. 92037

Work Phone: 858-405-4968
Email: Email Perry
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Description

Perry brings 14 years experience in the wealth management industry to the firm.  He started out in the industry at UBS in 2005 and then moved his practice to Morgan Stanley in 2009.  Perry specializes in serving the financial needs of high-net-worth individuals and institutions.  He works closely with tax advisors and estate attorneys to assist in our clients reaching their defined investment objectives.  Perry holds Series 7, 66 registrations.  CA License #: 0H27797.  Resident State CA.