Back to All People

Client Advisory

Biography

Aaron Perdue is a Tax Accountant in the Raleigh office, providing tax services for clients in the areas of preparation and planning.

Prior to joining Cerity Partners, Aaron worked at the North Carolina State Employees’ Credit Union, where he provided services in the areas of consumer & mortgage lending and tax preparation.

Outside of his professional pursuits, Aaron enjoys rowing and spending time with his Halloween-hued cats.

Learn more about my practice.

Education

  • Master of Accounting (MAcc) from the College of William & Mary
  • Bachelor of Arts (B.A.) from the University of North Carolina at Greensboro

Request an Introduction to Aaron Perdue

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Should Investors Fear an AI Bubble?

November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they…

Paul Chmielewski

Partner

Estate Planning

Simple Ways to Help Avoid Probate: Revocable Living Trusts and More

November 18, 2025 - Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: November 2025 Economic and Market Outlook

November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.