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Who is Perry Bean?

Perry Bean is a financial advisor with 15 years of experience in wealth management. Prior to launching Bishop Capital Advisors, he worked at Smith Barney, JPMorgan, Gallacher Capital Management, and Nichols Wealth Partners. Perry provides investment management and financial planning to individuals and families.

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Who is Perry Bean?

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  1. ASSET MANAGEMENT & FINANCIAL PLANNING

  2. ABOUT Bishop Capital Advisors is a fiduciary wealth management firm providing asset management, comprehensive financial planning, and Personal CFO services for individuals and families. Our mission is to provide exceptional wealth management services across all aspects of our clients’ financial affairs so they have the clarity, confidence, and comfort to focus on living their ideal lives.

  3. WHO IS PERRY BEAN? • Perry Bean is a financial advisor based out of Boca Raton, Florida, who has been in the financial industry for 14 years. Bean is an employee of Cwm, LLC. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Metlife Securities Inc, Jp Morgan Chase Bank Na, Gallacher Capital Management, LLC, Cheyenne Group, Purshe Kaplan Sterling Investments, Cwm, LLC Dba Nichols Wealth Partners and Cwm, LLC. Bean has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida.

  4. SERVICES • Asset Management • Financial Planning • Personal CFO

  5. CONTACT US ADDRESS301 Yamato Road, Suite 1140, Boca Raton, Florida, 33431 CONTACT US561-303-6032EMAILpbbean@gmail.com

  6. PERRY BEAN SOCIAL LINKS • https://www.linkedin.com/in/perrybean • https://www.facebook.com/perrybishopbean • https://instagram.com/perrybbean • www.tiktok.com/@perrybbean • https://www.youtube.com/@perrybeanbocaraton/ • https://twitter.com/PerryBishopBean

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