Winifred T. Perley

As a Wealth Management Officer, Winifred is responsible for the administration of employee benefit and 401(k) plan relationships.

Experience

Prior to joining People's United Wealth Management in 2005, Winifred worked as an Assistant Vice President for JPMorgan Chase Retirement Services and held other positions in wealth management. She also worked at CityTrustBank as a Personal Bank Administrator and Investment Associate.

Professional Designation

Certified Retirement Service Professional (CRSP)

Education

Housatonic Community College, associate’s degree in business administration
Cannon Financial Institute, certificate for studying trust investment management and retirement plan services

 

Contact Info

203.338.2551

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Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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