PROFESSIONAL PROFILE
Team Profile
With over 40 years of combined experience, The Berry Group is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. Our goal is to be the very best in our field by assisting families, individuals, and business owners on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream.
PROFESSIONAL PROFILE-Fred Berry, Senior Financial Advisor
Fred joined Merrill Lynch in 1995. Fred helps high net-worth clients with their complex financial needs. His specialties include portfolio construction, retirement planning, and liability management. He also provides sophisticated solutions for concentrated stock positions, liquidity needs, and alternative investments strategies. Fred graduated from the University of California, Santa Barbara and with a degree in Economics and an emphasis in International Finance. He lives in Encinitas with his wife Kristin and daughters, Danielle and Charley.
PROFESSIONAL PROFILE-Chris Hereford, Financial Advisor
Chris joined Merrill Lynch in 2007. Chris brings a great depth of knowledge in estate planning and professional money management. He also works with business owners by providing strategies for cash management, group benefit plans, short and long term financing,and ultimately succession planning. Chris earned his Masters of Business Administration from Northwest Nazarene University and a Bachelor of Business Administration in Finance from Boise State University. Chris currently resides in Solana Beach where he is an active participant in both the American Heart Association and American Cancer Society. Chris also holds the designation of Certified Special Needs Advisor (CSNA).
PROFESSIONAL PROFILE-Jada Coleman, Client Associate
Jada brought her 20-plus years of experience as a client associate, operations manager and director of compliance to Merrill Lynch in 2006. She is originally from New York, and now lives in San Diego with her daughter. Jada's extensive experience provided her with a broad knowledge of administrative, operational and regulatory issues. With an emphasis on client service, she focuses on client inquiries, account opening, and security transfers including restricted stock and stock options.