John Perry

Examiner
DISC Type : cs

Managing Director, Financial Advisor at Morgan Stanley

Greater Indianapolis, United States

Overview

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.

Personality Overview

Tough To Convince

Late Adopter

Unexpressive

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care 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.
Community Sponsorship
Demonstrates a commitment to philanthropy by sponsoring organizations like the National Ability Center and local collegiate sporting events.

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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Perry Wealth Management Named to Forbes Magazine's Best‑In‑State Teams. Featured in Morgan Stanley Advisor (Press Release)

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Work History

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

Education

2002 - 2004
Masters from Butler University
1997 - 2001
Finance from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 24 Location : Greater Indianapolis, United States Job Level : Mid-senior Designation : Managing Director, Financial Advisor at Morgan Stanley
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from John

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can John take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And John

Personality Compatibility


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