JIM PERRY
Financial Advisor
Jim, a 1985 graduate of Auburn University, joined the firm in 2015 and brings a wealth of experience in the retirement plan marketplace. He is a financial advisor and the retirement plan specialist for both qualified and non-qualified retirement plans at McDonald & Hagen Wealth Management. As of 2016, Jim has 29+ years of diverse business experience comprised of working in the retirement plan consulting/administration, financial advisory, marketing, bank trust, and record keeper fields.
He spent 16 years as a retirement plan marketing consultant with three prominent Third Party Administration (TPA) firms that specialize in providing actuarial, consulting, and administration services on a wide variety of qualified retirement plans. He specializes in global retirement plan consulting, governance assistance, and ongoing plan investment management services designed to help employers maximize the efficiency and effectiveness of their company’s retirement plan.
He can serve in either a 3(21) or 3(38) investment advisory capacity which may include building and managing custom asset allocation models or target date portfolios. He also services plan participants by providing ongoing employee enrollment/education services.
With his extensive industry experience, Jim is focused on providing full-service defined contribution consulting services to employers looking for efficient and effective solutions for their retirement plans. In addition to providing comprehensive retirement plan services, Jim also provides a wide array of investment and insurance services.