Perry Smith
Estate & Business Planning Specialist
Perry provides technical support to advisors and specializes in individual, estate, and business planning. He focuses on providing creative solutions relative to a client’s goals while keeping a close eye on tax implications.
His career spans Trust Officer with U.S. Trust Company of New York, Assistant Counsel for the State Mutual Life Assurance Company and the Law Department of The New England, and Partner of Carlin, Charron & Rosen Financial Services, LLC – the financial arm of a large New England CPA firm. Perry graduated with honors from Dartmouth College with a bachelor of arts degree in government and policy studies. He received his J.D. from American University and his LL.M. in Taxation from Boston University School of Law. He has earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) as well as Certified Financial Planner® professional designations and is a Licensed Insurance Advisor in Massachusetts.