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Cynthia P
Series 63, Series 65
Gaithersburg, MD
Capital Analysts
Cynthia Perini is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her career includes positions at Lincoln Investment Planning, Inc. since 2006, Sovereign Bank since 2004, and Raymond James Financial Services from 1999 to 2004. Outside of her advisory work, she serves on several nonprofit boards, including the Magnolia Foundation and MedSource Community Services, and participates in community fundraising and philanthropic initiatives. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team and partners with institutional platforms such as Lincoln Investment and Pershing/BNY.
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