John Perry in

John Perry

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Managing Director, Financial Advisor at Morgan Stanley
📍 Greater Indianapolis, United States

John Perry is a Managing Director and Financial Advisor with Morgan Stanleys Private Wealth Management division in Indianapolis. He holds multiple director titles, including Senior Portfolio Management and Alternative Investments. His extensive career also includes positions at Goldman Sachs, JPMorgan Chase, and Merrill Lynch, with degrees from Butler University and Indiana University.

John is actively engaged in community support through his teams philanthropic efforts. He has sponsored events for the National Ability Center, which empowers individuals with disabilities, and the Horizon League Basketball Championships, providing opportunities for over 1, 500 local Indianapolis students to attend.

He has been repeatedly named to the Forbes "Best-In-State Wealth Advisors" list for Indiana.

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Experience
24 Years
Current Role
Managing Director, Financial Advisor
Job Level
Mid-senior
Location
Greater Indianapolis, United States
Personality Overview

How John shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics John cares about

Family Wealth Direction
As a designated Family Wealth Director, he specializes in advising multi-generational high-net-worth families on complex financial matters.
Alternative Investments
He holds the title of Alternative Investments Director, signifying a deep focus on non-traditional asset classes for client portfolios.
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Career

Work history

1-2009
Managing Director, Financial Advisor
Morgan Stanley
8-2006 - 1-2009
Vice President
JPMorgan Chase
11-2004 - 10-2006
Investment Professional
Goldman Sachs
6-2001 - 11-2004
Financial Advisor
Merrill Lynch
In the press

Media appearances

PWM Podcast | Perry Wealth Management | Indianapolis, IN. Featured in Morgan Stanley Advisor
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John Perry - Morgan Stanley Private Wealth Management. Featured in Forbes
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Education
2002 - 2004
Masters
Butler University
1997 - 2001
Finance
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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