Perry M. Smith, JD, LL.M., CLU, ChFC, CFP®
Business & Estate Planning
Perry Smith joined our team in 2010, though he has been working in financial services since the mid- 1980's. An industry veteran, among other positions he has held, he has been employed as a Trust Officer with US Trust Company of New York, Advanced Sales Attorney with New England Life and the Financial Services Director of a large New England CPA firm. Perry supports our partners and brokers with tax-efficient estate and business planning strategies.
Perry graduated with honors from Dartmouth College with an AB in both Policy Studies and Government, and then received his JD at American University and LL.M. (tax) at Boston University. He also earned the CLU, ChFC, and CFP® designations.
Outside of work, Perry enjoys hiking, swimming and traveling. Perry and his wife reside in Wellesley, MA.
*Licensed but not practicing on behalf of Mass Mutual Financial Group or its affiliated companies.