Menu

Samuel (Bo) L. Perry, Jr., CFP®Senior Vice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5010
  • LinkedIn

Samuel (Bo) was a founding partner of CapTrust advisors, Tampa, in 1998. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Bo is currently 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.

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

Personal Profile

Hometown:
Ft. Myers, FL
Favorite Book or Movie:
Rabbit Run and Cool Hand Luke
Ideal Dinner Guest:
Jackie Perry, Chandler Perry, Heather Perry
Qualities I Admire in People:
Integrity, Sincerity, Compassion