Concourse Financial Group, a division of Protective Life Corp., has named David Perry as chief executive officer, effective October 1. Perry most recently served as chief operating officer, a role he assumed when the firm launched in July 2021.
Located in Birmingham, Concourse offers financial professionals tools needed to gather, grow and protect client assets through its affiliated entities. It supports more than 450 independent financial professionals nationwide.
“David’s extensive experience and strategic vision are strong assets to the Concourse business,” said Aaron Seurkamp, senior vice president and president of Protective’s Retirement Division.
Perry assumes the role previously held by Doyle Williams, who has moved ahead to be chief marketing officer with Protective. Protective is headquartered in Birmingham, with offices in the greater Cincinnati and St. Louis areas.
Prior to serving as Concourse chief operating officer, Perry was vice president of corporate strategy at Protective and played a key role in the consolidation of Protective’s distribution companies, which ultimately became Concourse. Earlier in his career, he served as director of the Finance Department for the state of Alabama and as chief of staff to the governor of Alabama. Earlier, Perry practiced law for several years with Maynard Cooper & Gale PC.
Perry is a graduate of Duke University and earned his Juris Doctorate from Northwestern University.
As Concourse CEO, Perry’s leadership team includes Libet Anderson, president, wealth management for Concourse; Brad Mendenhall, president, insurance solutions for Concourse; and Darren Guerrera, chief financial officer for Concourse.