Reid Berry
Associate Vice President Investments - Stifel @Stifel Financial Corp.
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WORK HISTORY
Associate Vice President Investments - Stifel @Stifel Financial Corp.
Financial Advisor with Wade Berry Wealth Advisory Group.Bill Wade, with over twenty years of industry experience, handles the bulk of the investment management process. My focus is helping our clients to define, prioritize, and establish strategies to pursue their goals. Depending on the situation, clients meet with either or both of us. We pride ourselves on being responsive and diligent in caring for our clients and feel that we earn their business on an ongoing basis.
EDUCATION
Southern Methodist University
Bachelor's Degree
SKILLS
ABOUT REID BERRY
My job is to help clients prepare for their financial future. I am their point person on a host of financial issues ranging from investments to planning and insurance. I help my clients see the practical long- term impact of the numbers they see on their statements and help ensure that they are taking the necessary actions to pursue their goals.I am always happy to sit down with anyone who wants to gain clarity into their financial situation. Whether you are contemplating retirement or just getting started on your career path, please feel free to reach out.I moved to Nashville in May 2014 and currently live in East Nashville where I enjoy checking out all the new restaurants and playing golf.Areas of Focus-Retirement Planning-College Savings Planning-Assisting clients with distributions of employer-sponsored retirement assets-Wealth Planning-Wealth Management Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
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