Perri Griffin brings fourteen years’ experience in both private banking and investment advisory services to Founders Wealth Management & Planning. She joins us from Bank of America where she was both a Level III Branch Manager as well as Premier Client Manager, where she provided private banking services to the Bank’s high net-worth clients.
Before her most recent position, Ms. Griffin was a Financial Advisor for Morgan Stanley.
Perri is active in many charitable organizations in the community and holds or has held leadership positions in the St. Augustine Youth Services, Haven Horse Ranch for autistic children, the American Cancer Society and the Jr. Woman’s Club of St. Augustine.
Perri and husband Noel, along with their 5 year old son call St. Augustine Beach home.