Experience & Expertise

Jimmy Perriello is a Financial Advisor at Greenspring Advisors. In his role, he is
responsible for speaking with clients and creating personalized financial plans that
address their primary needs and obstacles. He is excited to help individuals and families
achieve their financial goals.
Jimmy is a graduate of Virginia Tech, where he majored in finance with a concentration
in financial planning from the board-registered CFP® certification education program.
James lives in Hoboken, New Jersey, with his wife and their Bernedoodle, Frankie. In his
free time, he enjoys reading, hiking, following Virginia Tech sports, and spending time
with friends and family.

Favorite Thing About Working With Clients

“Finding common ground with a wide range of individuals and building a genuine
connection with each one of them. Being able to blend the analytical side of things with
thoughtful and personalized financial advice.”

My Philosophy On Client Service

“Meet clients where they are and help educate them as they determine the best path
forward. Actively listen and engage with a curiosity that inspires clients to openly share
their wants, goals, and dreams. Ground this in comprehensive, competent financial
planning and investment advice and give clients the permission to live their best lives.”