William Perry, ChFC®, AAMS®

Vice President

Private Wealth Management

A Wealth of Experience: 

I have been serving clients as a Financial Advisor since 2004 and believe the best financial advice comes from a comprehensive understanding of my clients' needs. I thoroughly enjoy working with people in all stages of life and help create financial strategies that fit their needs and goals. I am fulfilled by helping clients build a strong financial foundation as they prepare for or move through their retirement years. Bringing clients peace of mind is my greatest passion. 

Committed to the Community: 

I've enjoyed being an instructor with the Sioux Falls Community Education Program since 2015 and teaching courses on Retirement Planning. I also enjoy being a Level II Archery Instructor and volunteer for individuals with disabilities. Serving and being heavily involved in my church is another way I am able to serve others. My wife, Anna, is the owner of Gentle Wellness Strategies, Inc and together we have two daughters. 

Why Baird?

I am proud to be a part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It is a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.