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About Me

David Perigo

Vice President, Financial Advisor

(812) 428-5160

DPerigo@rwbaird.com

David is an Evansville native and a Financial Advisor at Baird. In his role as a Financial Advisor, David helps clients build, protect, and eventually transfer wealth by providing guidance in areas such as investment management, financial planning, retirement income planning, estate planning, Social Security optimization strategies, and insurance.

He currently holds the Series 7, Series 66, and Series 79 securities licenses and is a Registered Investment Advisor Representative. He also holds Life, Health, Disability, and Long-Term Care Insurance licenses.

Prior to joining Baird, David worked as an Analyst for Bank of America Merrill Lynch's Investment Banking Group in Chicago. He is a graduate of Indiana University's Kelley School of Business with bachelor's degrees in both Finance and Accounting.

David serves on the Board of Directors for SWIRCA & More, Board of Directors for Vanderburgh County Farm Bureau, and supports numerous other charities and organizations via committees and volunteering.

David and his wife, Hannah, reside on the west side of Evansville with their daughter Rosalie. In addition to spending time with his family and friends, David enjoys traveling, playing golf, and reading.

 

My commitment to you:

I will honor my relationship with you:

I will take the time to listen and understand your needs, help you clarify your goals, and take seriously the safety and security of your money and investments.

I will be fully invested in your success:

I will help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress.

I will be with you every step of the way:

Your needs and goals will change over time. That's why I will be there to provide ongoing advice - along with the exceptional service you deserve - through the ups and downs of markets and economic cycles.