Experience & Expertise
Jimmy Perriello is a Partner and Financial Advisor at Greenspring Advisors. He works with clients to build comprehensive financial plans and customized investment portfolios. Jimmy specializes in helping physicians, attorneys, federal employees, and business owners achieve their financial goals. He is passionate about engaging the next generation and helping guide clients’ children on their personal finances. 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. He got his start in the business as a summer intern at Greenspring and returned full-time after graduation. Jimmy is a CERTIFIED FINANCIAL PLANNER™ professional. Jimmy lives in Hoboken, NJ, with his wife, Erica, and their Bernedoodle, Frankie. In his free time, he enjoys reading, hiking, following Virginia Tech sports, and spending time with family and friends.
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.”