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Orelle J.
Limitless Growth LLC

“As my CFO,  Perry has provided me with sound financial advice that was truly tailored to my needs and my situation. But more than providing me with solutions, he educated me so that I am better informed to make better decisions. Perry has helped me to prepare to transition into entrepreneurship. This was scary territory for me, but with knowledge and planning, I have been able to make an enormous jump into running my own business.”

Sylvia C.
Assistant Coach, North Carolina Tarheels I-Coach

“Perry Jeffries has been my CFO for over 10 years. We met during my transition from professional basketball in the WNBA to collegiate coaching. On our first meeting, he took time to explain, in layman’s terms, what I needed to know to take the first step to maximizing my capital gains, improving my net worth, and living financially free. Throughout the years, Perry has met with me regularly to assess my risk tolerance and to review my portfolio. Today I am debt free and living the financially free lifestyle that Perry discussed with me in our initial meeting.”

Kevin L.
MYLE, LLC

With over 15 Years of Wealth Management Experience, Perry has the credentials to serve you!

Perry has assembled a TEAM of industry professionals to aid him in creating a white glove concierge service for his clients with a focus on creating 6-point Financial Plans.

Designations

CRPC

(Chartered Retirement Planning Counselor)

CPFA

(Certified Plan Fiduciary Advisor)

Licenses

Series 7

Series 66

Life Insurance

Health Insurance

Annuities License

©2020 Perry Jeffries. All Rights Reserved. Services provided by Diamond Equity Advisors LLC, (DEA, LLC). DEA, LLC is a registered investment adviser offering advisory services. DEA, LLC does not provide specific tax or legal advice. Please consult your attorney and CPA.
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