Financial Planning

Guidance from an experienced local professional.

Madison Perry, MBA, WMS

Investment Advisor Associate | Raymond James Financial Services, Inc.

My approach centers on clarity and education. The goal is to simplify complex financial concepts so that your informed decisions can be made with confidence.

About me

I believe strong, lasting partnerships are the key to helping clients reach their financial goals. I listen closely to each person I work with because every financial journey is unique. As an Associate Financial Advisor at OnPoint Investment Services and Raymond James in Portland, OR, I always put my clients first.

I offer a wide range of services and investment options tailored to each individual – stocks, bonds, mutual funds, managed accounts, annuities, IRAs, and insurance solutions.

I earned my Bachelor’s in Business Administration from Florida State College at Jacksonville in 2022 and my M.B.A. in Finance in 2024. I hold Series 7 and 66 Securities licenses, along with an Oregon Health and Life Insurance license. I’m committed to lifelong learning and continue to pursue additional certifications to better serve my clients.

Originally from Jacksonville, Florida, I now call Tigard, OR home. I love spending time with my spouse, Braden, and our cat, Charlie. Outside of work, I enjoy reading, nature photography, hiking, and discovering new restaurants.

The Wealth Management Specialist™ (WMS™) are the property of The College for Financial Planning and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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