Bruno Perez is a dedicated financial services professional with over a decade of experience helping individuals and families pursue their financial goals. Since joining Raymond James & Associates in 2021, Bruno has been a key member of Pluris Private Wealth, providing clients with thoughtful, personalized support across a wide range of investment needs.
Prior to Raymond James, Bruno spent nine years at Wells Fargo, where he built a strong foundation in banking and client relationship management. His extensive industry knowledge is backed by multiple securities licenses—Series 7, 6, 31, 63, and 65—and the Accredited Asset Management Specialist℠ (AAMS®) designation. Bruno is currently a CFA level II Candidate.
Bruno is known for his attention to detail, commitment to client success, and ability to deliver clear, informed guidance in an ever-changing financial landscape. He takes pride in building lasting relationships and ensuring every client feels confident and supported in their financial journey.
Originally from the Dominican Republic, Bruno is fluent in Spanish and values the opportunity to serve a diverse client base. Outside of work, he enjoys 3D printing, woodworking, and spending time outdoors with his wife, Johana, and their two daughters, Jazlynne and Olivia.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.