Erik Perlman of Merrill Lynch is a member of XPX South Florida

Erik J Perlman

Financial Advisor

Merrill Lynch

Delray Beach, Florida

Professional Profile

Call Me When

Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

Contact Method

561 393-4586


  • Wealth Manager
  • Professional Certifications

    Series 7, 66, 215

    Functional Expertise

  • Estate planning
  • Investments
  • Retirement
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results


    South Florida

    Member Since

    Member for 2 years

    Sponsorship Type

    Chapter Leadership Role


    Why I'm a Member of XPX