Joe Perritt

Joe Perritt started his career in 2019 working part-time for a financial advisor during college. He was inspired by his mother, a retired financial advisor, to pursue a career as a wealth advisor. Joe saw the way that his mother helped her clients and realized that he wanted to follow in her footsteps.

Joe specializes in serving professionals and business owners. He is passionate about helping those in his community and building meaningful relationships that reach beyond a client’s financial endeavors. Joe takes pride in learning the stories of his clients and investing in their lives.

Joe graduated with honors from the University of South Carolina’s Darla Moore School of Business with a Bachelor of Science in Finance. When Joe is out of the office, he enjoys going to the lake, spending time with friends, family, and his dogs, and cheering on the Gamecocks.

Volunteer/Charity Work: Joe and his wife, Katie, are members of Radius Church where they serve on the safety team and in the children’s ministry.

Favorite vacation destination: Edisto Beach

First job: Camp Counselor at Camp Cedar Cliff

Favorite breakfast food: Bojangles Cajun Filet Biscuit

Top item on your bucket list: Play golf with Scottie Scheffler