Perry M. Smith, J.D.*, LL.M

Estate and Business Planning Specialist
Commonwealth Financial Group
Direct: 617.526.9378
Fax: 617.439.4348
PerrySmith@FinancialGuide.com

Commonwealth Planning Group is pleased to have a strategic relationship with Perry Smith to provide our clients with a resource for technical and legal support in both estate business planning.

Perry began his professional career in 1980 and brings over thirty years of experience in financial and legal services to the clients of Commonwealth Planning Group. He provides legal analysis of estate planning documents, including wills, trusts, health care proxies and power of attorneys, as well as business planning documents such as buy/sell agreements and corporate resolutions. He complements the efforts of other professional advisors, supporting the work of attorneys and accountants already involved with our clients. With the ever changing tax landscape, Perry’s knowledge and experience is an invaluable resource as our group strives to help our clients develop tax efficient financial strategies to help achieve their complex estate and business planning goals.

Perry has served as a part-time instructor for Boston University’s Certified Financial Planner course on estate and business planning and as Treasurer of the Holt-Elwell Memorial Foundation, which supports Camp Mowglis, a summer camp on Newfound Lake in New Hampshire.

Perry resides in Wellesley, Massachusetts with his wife Eva. They enjoy world travel and staying active outdoors.

Education:

  • B.A. in government and policy studies, Dartmouth College
  • J.D., American University, Washington College of Law*
  • LL.M. in taxation, Boston University School of Law
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

*Not practicing on behalf of MML Investors Services, LLC or its affiliated companies  

Affiliations:

  • Member, Boston Estate Planning Council
  • Member, Massachusetts Bar Association
  • Past President, Boston Chapter, Society of Financial Services Professionals

Perry M. Smith is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. 101 Federal Street, Suite 800, Boston, MA02110. (617) 439-4389.

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