Justin Perri is a Senior Licensed Professional Banker and Osaic Institutions Advisor Representative who serves the Triad, Piedmont, Greater Charlotte, and Lake Norman regions.
Justin aims to help his clients achieve financial peace of mind and make informed decisions to cover short term needs and long term goals at all stages of life. His specialties include customized retirement planning, long term care planning, and money management.
Justin earned his MBA from Phoenix University and holds Series 7 and 66 registrations, in addition to his insurance licenses. He joined HomeTrust in 2021 and has been in the financial industry for almost 20 years, serving as a Small Business Banker, Credit and Collections Manager, and Personal and Premier Banker.
Justin is passionate about education and financial literacy. He serves on the board of KidzDreamz Klub, is a member of the Lexington Kiwanis Club, and has helped develop and facilitate a financial literacy course for Huntersville Angels and Sparrows, Davidson County Boys and Girls Club, and the American Children’s Home in Lexington, North Carolina.
He lives in Lexington and enjoys biking, hiking, and camping with his wife and daughters.
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Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Osaic Institutions and HomeTrust Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
The Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Tennessee, and Virginia.