Jeffrey Perkins, AAMS, AWMA
Vice President, Wealth Management
My role at West Michigan Advisors is to provide fiduciary advisory services to families and business owners. As a planner at heart, I’ve found that being a wealth advisor combines three of my strongest organizational desires: helping people while educating them, providing clarity through detailed planning, and being a steward of my clients’ financial futures.
I can draw upon more than a decade of experience navigating complex financial markets to help guide clients through comprehensive financial planning while integrating strategic tax and wealth management strategies.
I also am a member of the Investment Committee at WMA.
Outside of work, I enjoy playing both chess and golf, travel, and encouraging my children while they do what they love and chase their soccer and gymnastics dreams.
Late summer and early fall is my favorite time in West Michigan — particularly when I’m visiting an out-of-the-way “neighborhood” beach.
Meet Jeff
Contact Details
Education
BA, Journalism
Franklin College, Franklin, IN
Designations & Certifications
Accredited Asset Management Specialist (AAMS)
Accredited Wealth Management Advisor (AWMA)