Concourse Financial names David Perry CEO

Concourse Financial names David Perry CEO
Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.
OCT 04, 2022

Concourse Financial Group, a subsidiary of Birmingham, Alabama-based Protective Life Corp., named David Perry chief executive officer.

Perry succeeds Doyle Williams, who led Concourse as it launched in 2021. William has been named chief marketing officer for Concourse’s parent company, Protective Life.

Perry most recently served as Concourse’s chief operating officer. Earlier, as vice president of corporate strategy at Protective, he was involved in the consolidation of Protective’s distribution companies, which became Concourse. Perry has also served as director of the state of Alabama’s finance department and as chief of staff to the governor of Alabama.

Concourse has roughly $14 billion in assets under administration and more than 450 affiliated financial professionals.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.