And of course, we’ll talk about those things, too. But before we ever look at the end goal, we look at you. We take time to understand your values, what you hold dear, and what you want your wealth to make possible. Because at The Orchard Group, we don’t simply service clients. We help nurture family trees. After all, trees bear fruit for generations. When we help plan your financial future, our long-term goal isn’t only to consider your children’s and grandchildren’s financial security—it’s to help you build a multi-generational plan for continuity, purpose, and stewardship. In other words, we plant the seeds for a relationship designed to support you and your family for years to come. Our team brings that philosophy to life through three dedicated advisors:
Perry Warren:
With over 27 years of experience in the financial services industry, Perry has gained a deep knowledge of the financial markets. He is committed to developing long-term relationships with his clients and delivering first class service to aid clients in obtaining their goals. Perry holds the Morgan Stanley’s Family Wealth Advisor designation which is granted to those financial advisors who have successfully completed an accreditation program that trains advisors to work with families across generations. Dillon Freie:
Dillon began his financial career at Opes One Advisors but was soon recruited by Perry Warren, Financial Advisor, to join Morgan Stanley’s Wealth Management group. In April of 2022, Dillon completed Morgan Stanley’s Financial Advisor Associate program, a prestigious three-year training program. Dillon is a Senior Portfolio Manager, allowing him to directly manage assets. Meagan Moreno:
Meagan has been connected to the financial industry for much of her life with her father being Perry's partner until his retirement. This has helped shape her early understanding of the value of client relationships. Meagan serves as a Financial Advisor with the Orchard Group at Morgan Stanley where she holds her Series 7, 66 , and Life and Health Insurance registrations. So here’s a financial statement for you: wealth grows from the richness of family values. Those values are the foundation of The Orchard Group—our sincere, committed relationships, and above all, generation after generation of your family’s financial success.
