Perrotti Hamilton Wealth Management began in September of 2017 when Perrotti Partners Wealth Management and Hamilton Investment Strategies merged. We specialize in the retirement planning process and a customized approach to income oriented investments. Through our affiliation with NewEdge Securities and NewEdge Advisors we offer municipal, corporate, and government securities, mutual funds, exchange traded funds (ETFs), common stocks, and managed accounts.
We have always believed that our clients’ needs are our top priority. Helping you meet your goals is our main concern. Our initial consultation will begin with an introduction to our primary staff and a brief session where we will allow you to ask us general questions about ourselves, our business, and our methods of operation. Later on, if you are comfortable working with us, we will ask you to complete a questionnaire about yourself. Besides financial information it will ask you about your personal goals, desires and objectives. If it’s your dream to own a cabin in the mountains or play golf every day, we want to know. This information will be held in the strictest confidence and will help us determine appropriate directions for your long term planning.
Daniel J. Perrotti is the President of Perrotti Hamilton Wealth Management. He was also a co-founder of Perrotti Partners Wealth Management. In 1984 he began his career in financial services after having managed an insurance office for Metropolitan Life. He develops comprehensive financial plans to help clients achieve their goals and objectives. He advises clients on asset allocation, income analysis, and stock and bond portfolios.
Dan graduated with honors from the Wharton School of Finance at the University of Pennsylvania in 1981.
He furthered his education at Wharton with the Executive Education program in 1994. Previously, Dan was a First Vice President of Investments at both Smith Barney and Morgan Stanley, where he earned the Financial Planning Specialist designation. Dan has serviced clientele as a financial advisor for over 37 years. Dan is also a Chartered Retirement Planning Counselor (CRPC). He served in the US Navy for four years aboard the USS Tringa ASR-16 and the USS Corry DD-817. He was honorably discharged in 1979.
Today, Dan and his wife Nancy live in Cornwall, PA. He is a member of the Sacred Heart of Jesus Church in Cornwall. Dan is an avid outdoorsman and loves hunting and fishing. He belongs to the Red Rose chapter of the Isaac Walton League and the Lebanon Valley Sportsmen Association. He is also the proud grandfather of four grandsons and two granddaughters.
Anna C. Hamilton is a Vice-President of Perrotti Hamilton Wealth Management. She was the founder of Hamilton Investment Strategies, Inc. Anna has worked in the securities industry for over 40 years. Ms. Hamilton has held the positions of registered representative at Merrill Lynch, Pierce Fenner & Smith, and Kidder Peabody & Co. She was a vice president at Drexel Burnham Lambert & Co. and Prudential Securities Inc. She was a senior vice president and branch manager of the Wilmington office for Tucker Anthony Inc. and senior vice president and branch manager for the Wilmington office of J.J.B. Hilliard, W.L. Lyons Inc.
Ms. Hamilton is a graduate of the Securities Industry Institute at The Wharton School of the University of Pennsylvania. Ms. Hamilton is a magna cum laude graduate of Drexel University, where she received a bachelors degree in business administration. Ms. Hamilton is also a Certified Financial Planner (CFP) and Certified Investment Management Consultant (CIMC).
Anna is active in various community groups in Delaware; she serves as a trustee of the Red Clay Education Foundation. Anna is also the the coordinator of the First Unitarian refugee resettlement program and the producer of Movies that Matter in conjunction with First U and Jewish Family services.
Daniel J. Perrotti Jr. (DJ) is a Vice-President of Perrotti Hamilton Wealth Management. He was a co-founder of Perrotti Partners Wealth Management. He began his career in the financial services industry in 2002 as a Registered Marketing Associate with Smith Barney. In 2005 he entered the Financial Advisor Associate training program. DJ uses managed portfolios for his clientele. He uses model portfolios of Exchange Traded Funds. In addition he customizes portfolios of equities and fixed income products. He focuses on Financial and Retirement Planning. DJ has been in the financial industry for 17 years.
DJ graduated with a Bachelor of Science from Indiana University of Pennsylvania in 2001. He currently lives in Lititz with his wife Jen and their children, Noah and Serafina. DJ enjoys spending time with his family, hunting, and being outdoors. He also enjoys attending Boy Scouts and Girl Scouts with his children.
Melanie Blodgett started in the financial industry in 1988 as a customer service representative with Huntington National Bank. While there she worked her way to Assistant Branch Manager. She most recently worked at Smith Barney as a Senior Assistant Operations Manager. She has a strong background in client relations and office administration.
Melanie graduated cum laude with a degree in Government and International Relations from the University of Notre Dame. She currently resides in Lancaster County with her husband Barry and their two daughters. She is a member of St. James Church and enjoys attending her daughters’ horse shows and watching Notre Dame football.
Investment advisory services provided by NewEdge Advisors, LLC doing business as Perrotti Hamilton Wealth Management as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
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