Perry Steele Bacon

About Perry

Perry Bacon, partner, is a wealth advisor with William Blair’s Private Wealth Management group. He provides comprehensive solutions for an array of individual and corporate clients. He assists individual investors in determining their investment objectives, assessing risk, and identifying suitable investment strategies that incorporate tax management and retirement income planning. As a specialist in qualified retirement plan consulting for a range of corporate clients, Perry advises on matters related to plan design and plan administration. His services include vendor searches through competitive bid, investment consulting, drafting plan investment policy statements, and creating effective participant education campaigns. In addition, Perry offers investment analysis for plan trustees, investment manager searches, and reporting. Before joining William Blair, Perry was a partner with Brown Advisory Securities, LLC and a director at Deutsche Banc Alex. Brown.

Perry is a board member of Nexus Foundation for Family Healing.

He received a B.A. from George Washington University and an M.S. from Johns Hopkins University.

Professional Recognition and Awards

• Forbes Best-in-State Advisors 2024¹

¹ The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.