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Samuel (Bo) Perry, Jr., CFP®

Samuel (Bo) Perry, Jr., CFP®

Senior Vice President,
Financial Advisor

  • Ft. Myers, FL
  • Shadow Country | Cool Hand Luke
  • Jackie Perry, Chandler Perry, and Heather Perry
  • Exhibit integrity.
  • Integrity, sincerity, and compassion

Financial Advisors

Bo is an institutional advisor who works out of the Tampa, FL office.

Samuel (“Bo”) was a founding partner of CapTrust advisors, Tampa, in 1998. He became part of the firm in 2017 when CapTrust Advisors joined CAPTRUST. Bo is a senior vice president and financial advisor responsible for providing investment advisory services to fiduciaries of foundations and endowments and comprehensive wealth management services to high-net-worth individuals. Prior to joining the firm, Bo worked as a senior financial advisor at Sanford Bernstein and has worked in the industry since 1973.

When he is not in the office or with a client, he enjoys reading, boating, golf, and tennis.

Education

  • Bachelor of Business Administration degree in general business with a concentration in finance at Stetson University
  • Masters of Business Administration degree in finance at the University of North Carolina

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Board of Governors, Blowing Rock Country Club
  • Board of Trustees, Ringling Museum of Art
  • Former President of the Economic Club of Tampa

News & Resources

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