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 Shawn M. Perry, CFP®, CPWA®

Shawn M. Perry, CFP®, CPWA®

Managing Director | Branch Manager

Shawn is team leader and branch manager with the Perry Richey Group. He joined Baird in 2017 and brings to the team a problem solving, big picture view of the industry.

Shawn graduated from Western Kentucky University with a Bachelor of Science degree in Finance. Shawn works primarily with the JPR’s top 50 clients applying his expertise in estate and tax planning. Shawn holds two top industry designations, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®.

Shawn is actively involved with Center for Courageous Kids (CCK) as Board Chairman. Shawn is married and has three children. Shawn loves reading, golf, hunting, mentoring college students, and traveling with his family.