Thomas Perrone, CRPS®
Managing Director, Wealth Management, Financial Advisor, Corporate Retirement Director, Workplace Advisor – Equity Compensation
Phone:
(502) 394-4063(502) 394-4063
Industry Award WinnerOur Mission Statement
We are dedicated to building and preserving your wealth to strengthen your financial security now and for generations to come.
Your Financial Well-Being is Our Business
Since 1993, we have cultivated a successful practice that serves a diverse group of clients:
•Families spanning multiple generations
•Retirees and individuals planning for retirement
•Successful business owners and corporate executives
•Corporate retirement plans
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy. We help them manage and preserve their assets, so they may enjoy their wealth and leave the legacy they desire.
Making a Difference
We believe wealth is about more than the size of your investment portfolio. It's about your life and the people and pursuits that give your life meaning. Our strength lies in our ability to help you prevent financial mistakes and make sound investment decisions through ongoing education, a rigorous and detailed process and a commitment to doing the right thing.
It is only through mastering these critical responsibilities that we are fully able to effectively help manage risk and potentially optimize performance, fortifying your financial security for generations to come.
Getting started is easy. It begins with a phone call. We look forward to hearing from you soon.
•Families spanning multiple generations
•Retirees and individuals planning for retirement
•Successful business owners and corporate executives
•Corporate retirement plans
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy. We help them manage and preserve their assets, so they may enjoy their wealth and leave the legacy they desire.
Making a Difference
We believe wealth is about more than the size of your investment portfolio. It's about your life and the people and pursuits that give your life meaning. Our strength lies in our ability to help you prevent financial mistakes and make sound investment decisions through ongoing education, a rigorous and detailed process and a commitment to doing the right thing.
It is only through mastering these critical responsibilities that we are fully able to effectively help manage risk and potentially optimize performance, fortifying your financial security for generations to come.
Getting started is easy. It begins with a phone call. We look forward to hearing from you soon.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our process focuses on you, your family and your business – where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life’s challenges and helping you make more informed decisions.
Small and large companies alike turn to us to provide comprehensive retirement plan consulting for their organization.
We work directly with you and your leadership team to effectively manage your retirement plan, while optimizing the benefits to your employees and executives. We begin by helping you create or refine your plan’s Investment Policy Statement, then strategically choose and monitor investments, conduct service provider searches, provide benchmarking reports and share best practices. We deliver a robust set of investment options and work to improve retirement outcomes for your executives and employees, all while adhering to strict ERISA standards.
At The Perrone Wealth Management Group, we have the knowledge, experience and world-class resources to manage and oversee your retirement plan, so you can focus on running your business.
Corporate Retirement Industry Recognition
In 2017 and 2018, we were recognized by NAPA as one of the Top DC Advisor Teams. We are proud of this honor as it shows how committed we are to the plans that we serve.
Disclosure(s):
2017 and 2018 NAPA's Top DC Advisor Teams
Source: napa-net.org (Awarded 2017 and 2018) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.
The four key elements of our comprehensive approach include:
At The Perrone Wealth Management Group, we have the knowledge, experience and world-class resources to manage and oversee your retirement plan, so you can focus on running your business.
Corporate Retirement Industry Recognition
In 2017 and 2018, we were recognized by NAPA as one of the Top DC Advisor Teams. We are proud of this honor as it shows how committed we are to the plans that we serve.
Disclosure(s):
2017 and 2018 NAPA's Top DC Advisor Teams
Source: napa-net.org (Awarded 2017 and 2018) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.
The four key elements of our comprehensive approach include:
1 - Investment Selection and Monitoring
• Guide investment decisions and oversight
• Deliver due diligence reviews and analysis
• Provide ongoing investment monitoring
• Assist with investment selection as a fiduciary
• Deliver due diligence reviews and analysis
• Provide ongoing investment monitoring
• Assist with investment selection as a fiduciary
2 - Retirement Plan Management and Risk Reduction
• Keep you apprised of legislative and regulatory updates
• Perform plan assessment and review
• Provide strategic planning
• Perform plan assessment and review
• Provide strategic planning
3 - Expense Oversight and Management
• Provide extensive plan benchmarking services
• Help select appropriate service providers and help
negotiate fees
• Help select appropriate service providers and help
negotiate fees
4 - Employee Education and Engagement
• Set goals to help prepare employees for retirement
• Educate plan participants
• Strive to improve plan participation through results-
driven strategies
• Educate plan participants
• Strive to improve plan participation through results-
driven strategies
Valuable Tools and Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
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Wealth Management Home Page
The Morgan Stanley difference is emphasized when it comes to the plethora of resources that we provide our clients. Click on the link below to learn more about our firm, our values, and our services.
Learn more about Morgan Stanley Wealth Management
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episode
Addressing Cybercrime
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Wealth and Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Watch Videos
Legacy Planning
Legacy planning isn't just for older people. You can consider how to provide for your loved ones while balancing your own goals at any age. Life happens quickly; make it a priority to coordinate your financial goals.
Learn MoreMacroeconomic Outlook 2025
Morgan Stanley Economists see growth in the year as tariff and immigration policies begin to slow the U.S. economy late this year.
Learn MoreModern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
The Perrone Group Newsletter
The latest articles and insight to help you stay up to date on all the latest topics and trends in the financial industry.
Read The Latest Edition
Morgan Stanley Online
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Sample LifeView Plan
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Perrone Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security Center
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2025 Federal Tax Tables
Spending and Budgeting Tool
The spending and budgeting tool can automatically categorize your spending and analyze your cash flow to help you manage where your money is going across all your accounts - both at Morgan Stanley and externally.
Learn MoreLocation
4969 US Highway 42
Suite 1200
Louisville, KY 40222
US
Direct:
(502) 394-4063(502) 394-4063
Meet Perrone Wealth Management Group
Brett Mahle, CFP®
First Vice President, Financial Advisor, Global Sports and Entertainment Director, Workplace Advisor – Equity Compensation
Phone:
(502) 394-4006(502) 394-4006
Todd Twyman, CFP®
First Vice President, Financial Advisor
Phone:
(502) 394-4042(502) 394-4042
William C Wolford
First Vice President, Investment Consultant
Phone:
(502) 394-4077(502) 394-4077
Heather Thompson
First Vice President, Group Director
Phone:
(502) 394-4053(502) 394-4053
Ed Parsons
Vice President, Portfolio Management Associate
Phone:
(502) 394-4035(502) 394-4035
Amy Collins
Portfolio Associate
Phone:
(502) 394-4022(502) 394-4022
Victor Perrone
Wealth Management Associate
Phone:
(502) 394-4018(502) 394-4018
Will Perrone
Registered Client Service Associate
Phone:
(502) 394-4003(502) 394-4003
About Thomas Perrone
As founder of the Perrone Wealth Management Group at Morgan Stanley, Tom is the visionary of the group and primarily responsible for the oversight of client relationships and investment management. He focuses on working with individuals and businesses to help them achieve their financial goals.
Tom has been in the financial services industry since 1993 and has worked at Morgan Stanley and its predecessor firms since 2000. Before joining Morgan Stanley, Tom was a financial advisor at Hilliard Lyons. He has completed the Series 7, 63 and 65 examinations, and he holds life and health insurance licenses in several states. He received the Chartered Retirement Plans SpecialistSM (CRPS®) designation in 2011 and Corporate Retirement Director in 2014. Tom has been recognized by Barron's as a top 1,200 Financial Advisor from 2014-2025.
A native of Louisville, Tom graduated from St. Xavier High School and the University of Kentucky. Tom is actively involved in the community. He currently serves on the board of directors of Kids Cancer Alliance and Assumption High School's finance committee .
Tom and his wife Shelley have four children — Victor, Emily, William and Maggie. Tom is an avid runner and has enjoyed competing in marathons throughout the country, including five New York City Marathons and three Boston Marathons.
Disclosures:
2014-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Tom has been in the financial services industry since 1993 and has worked at Morgan Stanley and its predecessor firms since 2000. Before joining Morgan Stanley, Tom was a financial advisor at Hilliard Lyons. He has completed the Series 7, 63 and 65 examinations, and he holds life and health insurance licenses in several states. He received the Chartered Retirement Plans SpecialistSM (CRPS®) designation in 2011 and Corporate Retirement Director in 2014. Tom has been recognized by Barron's as a top 1,200 Financial Advisor from 2014-2025.
A native of Louisville, Tom graduated from St. Xavier High School and the University of Kentucky. Tom is actively involved in the community. He currently serves on the board of directors of Kids Cancer Alliance and Assumption High School's finance committee .
Tom and his wife Shelley have four children — Victor, Emily, William and Maggie. Tom is an avid runner and has enjoyed competing in marathons throughout the country, including five New York City Marathons and three Boston Marathons.
Disclosures:
2014-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: KS, NE, WA, UT, OR, NY, TN, OK, NV, ME, ID, DC, CO, CA, AZ, TX, NC, MO, MD, KY, IN, WV, AL, WY, PA, NJ, MI, GA, FL, AR, SC, OH, LA, IA, WI, VA, MT, IL, NM, MS, MN, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297950
NMLS#: 1297950
About Brett Mahle
Brett is a Certified Financial Planner™ and NFLPA Registered Institutional Player Financial Advisor with the Perrone Wealth Management Group. His primary focus is on Financial Planning, investment management, equity and fixed income research and portfolio analysis. Brett has worked with the Perrone Group since 2006 after earning a Bachelor of Science degree in Finance from the University of Dayton in 2001. While at University of Dayton, Brett competed as a member of the Dayton Flyer football team. He is a native of Dayton, OH and has strong ties to the Miami Valley.
Brett and his wife Megan have three daughters Tatum, Marin, and Larkin. He enjoys golf, exercising and spending time with family and friends. Brett competed in the 2019 Ironman Triathlon.
Brett is licensed with his FINRA Series 7,9,10,63,65 and Life & Health Insurance.
Brett and his wife Megan have three daughters Tatum, Marin, and Larkin. He enjoys golf, exercising and spending time with family and friends. Brett competed in the 2019 Ironman Triathlon.
Brett is licensed with his FINRA Series 7,9,10,63,65 and Life & Health Insurance.
Securities Agent: NE, SC, IL, NY, IA, WA, VA, UT, NV, NC, MI, LA, DC, PA, MO, KY, IN, CO, WY, MA, GA, FL, CA, AL, WV, MT, AR, TN, OR, MS, AZ, TX, OK, OH, NJ, MN, KS, WI, NM, ME, ID, MD; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1367414
NMLS#: 1367414
About Todd Twyman
Todd is a Certified Financial Planner™ and Financial Advisor at The Perrone Wealth Management Group. His results-driven approach includes the development of a tailored wealth management plan and a commitment to ongoing education and outstanding service. His primary focus is comprehensive financial planning, which involves education funding, retirement planning, wealth transfer solutions and asset allocation strategies.
Todd has more than 30 years of industry experience. Before joining the Morgan Stanley family in 2002, he was a Financial Advisor with UBS PaineWebber. He earned his Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards and is a FINRA Dispute Resolution Arbitrator.
Todd’s disciplined process begins with asking the right questions and listening carefully. This information then serves as the foundation for the development of a custom plan that reflects each client’s goals for the future. He takes pride in his ability to put complex investment strategies into action and effectively communicating these strategies to his clients using easy-to-understand language.
A native of Glasgow, KY and a graduate of the University of Kentucky, Todd maintains strong connections to the South Central Kentucky area. Today, he and his wife, Anna, live in Louisville with their son, Cole. Todd is active on various committees for St. Paul United Methodist Church. Leisure activities include spending time with friends and family, enjoying their lake house and attending sporting events.
Todd has more than 30 years of industry experience. Before joining the Morgan Stanley family in 2002, he was a Financial Advisor with UBS PaineWebber. He earned his Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards and is a FINRA Dispute Resolution Arbitrator.
Todd’s disciplined process begins with asking the right questions and listening carefully. This information then serves as the foundation for the development of a custom plan that reflects each client’s goals for the future. He takes pride in his ability to put complex investment strategies into action and effectively communicating these strategies to his clients using easy-to-understand language.
A native of Glasgow, KY and a graduate of the University of Kentucky, Todd maintains strong connections to the South Central Kentucky area. Today, he and his wife, Anna, live in Louisville with their son, Cole. Todd is active on various committees for St. Paul United Methodist Church. Leisure activities include spending time with friends and family, enjoying their lake house and attending sporting events.
Securities Agent: NE, ME, FL, AL, WV, VA, PA, MI, IL, CO, WA, OH, ID, WY, SC, OR, NY, MS, LA, IN, AZ, UT, TX, MO, MN, GA, CA, WI, KY, IA, NV, KS, AR, TN, NM, NC, MT, OK, NJ, MD, MA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 2678738
NMLS#: 2678738
About William C Wolford
Will is an Investment Consultant at The Perrone Wealth Management Group, where he enjoys working with high net worth individuals and families to help ensure they have a solid understanding of their finances and an integrated approach to managing their wealth. He is dedicated to helping his clients achieve their goals, which often include planning for a successful retirement, financing a major acquisition and managing taxes through advanced asset management strategies.
Prior to joining Morgan Stanley and its predecessor firms in 2009, Will played 13 seasons in the National Football League with the Buffalo Bills, Indianapolis Colts and Pittsburgh Steelers, appearing in three Super Bowls and three Pro Bowls. He served as a color analyst for the Indianapolis Colts Radio Network until 2013. From 2002 to 2008, Will cohosted the local “Bob and Will” radio show with Bob Valvano.
Born and raised in Louisville, Will is a firm believer in giving back. A graduate of Vanderbilt University and St. Xavier High School, he was the former Head Football Coach of the St. X Tigers, where he enjoyed shaping the young men in our community to become strong, productive men through his love of football. Will also serves on the board of the Louisville Metro Police Foundation. He and his wife, Jude, have three daughters, Grace, Lauren and Bridget.
Prior to joining Morgan Stanley and its predecessor firms in 2009, Will played 13 seasons in the National Football League with the Buffalo Bills, Indianapolis Colts and Pittsburgh Steelers, appearing in three Super Bowls and three Pro Bowls. He served as a color analyst for the Indianapolis Colts Radio Network until 2013. From 2002 to 2008, Will cohosted the local “Bob and Will” radio show with Bob Valvano.
Born and raised in Louisville, Will is a firm believer in giving back. A graduate of Vanderbilt University and St. Xavier High School, he was the former Head Football Coach of the St. X Tigers, where he enjoyed shaping the young men in our community to become strong, productive men through his love of football. Will also serves on the board of the Louisville Metro Police Foundation. He and his wife, Jude, have three daughters, Grace, Lauren and Bridget.
About Heather Thompson
Heather has been an integral member of the Perrone Wealth Management Group since 2005. Managing the administrative and operational activities of the group, she works to improve and implement procedures that benefit clients and enhance their experience. Her primary focus is client service and management of day-to-day operations.
Heather joined the firm in 1999 and has completed the Series 7, 63 and 66 examinations. She and her husband Shawn have three children - Kamari, Riley and Reece. Born and raised in Louisville, Heather enjoys spending time with her extended family and friends and serving as treasurer on the Christian Academy of Louisville Southwest PTO board.
Heather joined the firm in 1999 and has completed the Series 7, 63 and 66 examinations. She and her husband Shawn have three children - Kamari, Riley and Reece. Born and raised in Louisville, Heather enjoys spending time with her extended family and friends and serving as treasurer on the Christian Academy of Louisville Southwest PTO board.
About Ed Parsons
Joining the Perrone Wealth Management Group in October 2013, Ed has a diverse financial background. Hired by First Security National Bank & Trust after graduation, he spent several years as a Private Banker. He was a bank President and Director of Bank of Harlan for nearly two decades and worked in the Finance Department of the Keeneland Association Inc.
Ed has a comprehensive understanding of cash and fixed income management and is responsible for administration of the Group's investment models and much of the day-to-day trading.
A native of Lexington, Ed maintains strong ties to his community. He received his degree in Business Administration Finance from the University of Kentucky.
Ed has completed the Series 7 and 66 exams and has both his life, health and long-term care insurance licenses in several states. Ed and his wife Racheal have four children Richard, Laura, Meredith and Madison.
Ed has a comprehensive understanding of cash and fixed income management and is responsible for administration of the Group's investment models and much of the day-to-day trading.
A native of Lexington, Ed maintains strong ties to his community. He received his degree in Business Administration Finance from the University of Kentucky.
Ed has completed the Series 7 and 66 exams and has both his life, health and long-term care insurance licenses in several states. Ed and his wife Racheal have four children Richard, Laura, Meredith and Madison.
About Amy Collins
Amy joined the Perrone Wealth Management group in 2015. Her primary focus is operations and day-to-day activities. She works closely with Heather to improve procedures and enhance the client experience.
A native of Louisville, Amy graduated from the University of Louisville with a degree in Marketing and a background in project and client management. Amy and her husband Terry have two daughters at home, Alyssa and Mady and two grown children, Michael and Ashley. She enjoys spending time with family and friends and volunteering with local programs like Special Olympics.
A native of Louisville, Amy graduated from the University of Louisville with a degree in Marketing and a background in project and client management. Amy and her husband Terry have two daughters at home, Alyssa and Mady and two grown children, Michael and Ashley. She enjoys spending time with family and friends and volunteering with local programs like Special Olympics.
About Victor Perrone
A native of Louisville, Victor grew up in a household dedicated to helping individuals and families achieve their financial goals. His father, a successful Financial Advisor with more than 25 years of industry experience, taught him first-hand the power of financial security and inspired Victor to pursue a profession that would combine his desire to help and educate others with his fascination for the markets.
Upon graduating from The University of Kentucky in May 2019 with a B.B.A. degree and double major in Finance and Accounting, Victor officially joined his father and colleagues at The Perrone Wealth Management Group. He has completed his Series 7 and 66 exams and is focused on assisting clients in the achievement of their financial goals.
The oldest of four children, Victor enjoys spending time with his siblings. An avid golfer, Victor played in high school and was a member of the 2014 Kentucky State Championship Team. He enjoys cooking and loves spending time at his family’s lake house boating, fishing and building campfires.
Upon graduating from The University of Kentucky in May 2019 with a B.B.A. degree and double major in Finance and Accounting, Victor officially joined his father and colleagues at The Perrone Wealth Management Group. He has completed his Series 7 and 66 exams and is focused on assisting clients in the achievement of their financial goals.
The oldest of four children, Victor enjoys spending time with his siblings. An avid golfer, Victor played in high school and was a member of the 2014 Kentucky State Championship Team. He enjoys cooking and loves spending time at his family’s lake house boating, fishing and building campfires.
Securities Agent: SC, IA, WV, WI, WA, NM, MI, ME, ID, FL, MS, MA, TX, NC, MN, IL, NE, MT, LA, AL, PA, MO, MD, OH, NY, DC, CO, AR, TN, OR, OK, IN, CA, WY, NJ, UT, GA, AZ, VA, NV, KY, KS; General Securities Representative; Investment Advisor Representative
About Will Perrone
Will graduated from Western Kentucky University in Bowling Green, KY in 2023, majoring in Economics and completed his Master's in Economics the following year.
During his time at Western Kentucky University, he was in the Manhurin Honors College and a member of the WKU cross country and track teams.
In Will's free time, he spends time at the lake boating and relaxing. He is an avid golfer, and while he no longer runs competitively, he still enjoys running recreationally. Will roots for all Kentucky sports and the Cincinnati Bengals and Reds.
During his time at Western Kentucky University, he was in the Manhurin Honors College and a member of the WKU cross country and track teams.
In Will's free time, he spends time at the lake boating and relaxing. He is an avid golfer, and while he no longer runs competitively, he still enjoys running recreationally. Will roots for all Kentucky sports and the Cincinnati Bengals and Reds.
Contact Thomas Perrone
Contact Brett Mahle
Contact Todd Twyman
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023, 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
Barron's Top 1,200 Financial Advisors: State-by-State
2014-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Perrone Wealth Management Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
