Established IN 2024 by Richard E. Perry, Jr.

Richard E. Perry, Jr., AIF^®

Founder, Financial Advisor

For more than 25 years, Rick has been providing individuals, families and businesses with personalized, comprehensive financial products and services.

He began his career in financial services at Smith Barney in Danvers, Massachusetts in 1998. His desire to provide clients with superior products and services in a friendly and caring environment led Rick to join Clippership Financial Services, a subsidiary of Salem Five Bank of Salem, Massachusetts. During his 4½-year tenure as a vice president at Clippership Financial, he also served as a mentor with the Peabody Education Council to high school seniors interested in pursuing a career in finance. In 2004, Rick accepted the position of vice president at Bank of America Investment Services in North Reading, Massachusetts. Always striving to provide each of his clients with more comprehensive and personalized service, Rick moved his practice to Topsfield, Massachusetts, in early 2006, where he served as an independent investment advisory representative of Commonwealth Financial Network®. In 2024, Rick founded Thornhill Financial Services to offer a full suite of financial services to families, individuals, and business owners who desire a one-on-one relationship with their financial advisor.

Rick holds the Accredited Investment Fiduciary® (AIF®) designation; FINRA Series 7, 63, and 65 licenses, and Massachusetts life and health insurance licenses.

Rick and his wife, Robin, live in Gloucester, Massachusetts. In addition to spending time with their local family members, they enjoy traveling to LA to visit their son as often as time allows.  He also enjoys playing golf and tennis, going to concerts, and traveling.

Beth Porter

Client Relationship Manager

Beth has over 35 years of experience in the financial services industry – prior to joining Thornhill Financial Services, she held client service and support roles at Commonwealth Financial Network, Century Bank, Dean Witter Reynolds, and E.F. Hutton

As Client Relationship Manager, Beth is responsible for managing and enhancing our client experience through concierge level service. She is committed to delivering a positive, welcoming experience to every client. She serves as the initial point of contact for many client questions, processes account transactions, and makes account change requests.

Outside of the office, Beth enjoys spending time with her family, going to the beach, golfing, traveling, and pickleball.