Henry Perazzelli is an Investment Associate at J.P. Morgan Wealth Management.
Henry has more than nine years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER™ designation, which he earned in 2017. Henry joined J.P. Morgan in 2012, working in the Los Angeles office, where he supported high-net-worth and ultra-high-net-worth clientele before moving to Boston.
Working alongside Bob Woolf, Henry implements and manages client portfolios and provides personalized, attentive service. By developing close and long-term relationships with clients and their families, Henry helps them understand their unique financial situation and develops a plan to lead them to financial success.
Henry assists with creating the most suitable, holistic wealth strategies for individuals and their beneficiaries. Henry also supports new business development for Bob's practice. He focuses on leveraging J.P. Morgan's wide array of tailored retirement planning, investment and lending services.
Henry holds the Series 7 and Series 66 securities licenses. He graduated from the University of San Diego with a B.B.A. in Business Economics, where he rowed as a four-year member of the school's Division I rowing program. Henry serves as Treasurer for the Firehouse Center for the Arts and enjoys cycling, backpacking and golf in his free time. He and his wife currently reside in Newburyport, MA with their two sons.