Seattle, WA Office

Joseph Perry is a financial advisor with Aviso Wealth Management in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Osaic and Cetera Advisors, and has served as president and managing member for multiple related entities. Outside of advisory roles, he is involved in several business ventures, including a leadership position at Don Pepe's Garage LLC. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, using a variety of analytical approaches and investment vehicles tailored to client objectives, with services offered on both discretionary and non-discretionary bases.

William Verrill is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC and First Allied Advisory Services prior to joining Aviso Wealth Management. Outside of his advisory role, Verrill is involved in several aviation-related business ventures, including ownership positions in aircraft leasing and maintenance companies. Aviso Wealth Management serves individuals, families, trusts, corporations, charitable organizations, and pension plans by providing financial planning, portfolio management, and consulting services. The firm employs a range of investment strategies and manages both discretionary and non-discretionary accounts, operating with a team of nine advisors and approximately $621 million in assets under management.

Joyce Provost is a financial advisor at Aviso Wealth Management in Seattle, WA, holding a Series 66 credential with 21 years of industry experience. She has worked at Aviso Wealth Management since 2013 and has prior experience with firms including OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. Provost is also a licensed notary public. Aviso Wealth Management provides personalized financial planning and investment supervisory services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, employing both discretionary and non-discretionary portfolio approaches with a range of analytical strategies.