Perry Greenfield, CFP®, CIMA®

Managing Director
PIM Portfolio Manager


Phone: 305-472-4725 | Fax: 561-472-0965


1111 Lincoln Road, Suite 500
Miami Beach, FL 33139

“Wealth is not about money – it is about being in a position to do the things that matter most to you.

For over 25 years Perry has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Perry has dedicated his career to delivering the personalized investment planning services his clients deserve.

Perry began his career as a Financial Advisor with Prudential Securities in Downtown Miami, where he developed his fundamental investment knowledge. Through a merger in 2003, Prudential Securities became Wachovia Securities. In 2009 Wells Fargo & Company acquired Wachovia and became Wells Fargo Advisors.

Education has been key to Perry’s success as a Financial Advisor. In 2008 he earned the CFP® certification by completing hundreds of hours of study, passing a rigorous 10 hour final examination over the course of two days, and meeting stringent experience and ethical requirements.

Additionally, Perry holds the CIMA® designation which is the only credential designed specifically for financial professionals who have attained a certain level of competency as an advanced investment consultant.

Away from the office Perry spends his free time with his wife Allison and his children Jordan and Hunter. He is active in Business Network International, Mt. Sinai Medical Foundation, The JCC of Miami Beach, La Gorce Country Club, and Temple Beth Sholom.

California Insurance License: 0G84313. Resident State FL.
CAR #0623-04440