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Perrin B
Series 65
Charlotte, NC
Apollon Wealth Management, LLC
Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Crisp Event Rentals, Modern Woodmen, and the Secretary of State's Office. Apollon Wealth Management is an SEC-registered multi-team firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios tailored through a comprehensive oversight structure.
Karisha R
Series 66
Charlotte, NC
Apollon Wealth Management, LLC
Karisha Reel is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at Motley Fool Wealth Management, Vanguard Group, and Wallah Richardson State Farm. Prior to her financial services career, she was involved with Sunflour Baking Co and Coats America. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, investing across various asset classes and offering specialized services such as ESG models, Direct Indexing, and portfolio consulting for pooled investment vehicles.
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