Having worked together for more than 15 years, we have developed a practice that focuses specifically on the unique situation of each individual or couple.
When you choose to work with The Berry Group you can expect to receive a financial program that is tailored specifically to you. Throughout the process of the financial program we aim to present you with easy to understand concepts and reasoning so that you know exactly where you stand in your financial program and your path to financial independence.
Ken has assisted clients in achieving their financial independence for the past 27 years. He uses a combination of strategic asset allocation as well as tactical allocation to develop a financial program.
Ken believes that in order to assist clients in meeting their goals he must also continue to increase his knowledge. He holds numerous regulatory licenses in addition to the Wealth Management Specialist designation and the Investment Management Consultant certification.
Ken resides in South Lyon with his wife Peg. When not working with clients, he enjoys spending time with his family, riding his motorcycle and playing the drums with his band. His band performs at various charitable functions throughout the greater metropolitan area.
Liz began her career in the financial services industry 16 years ago after graduating from Wayne State University with a bachelor degree in business administration, majoring in investment finance.
Liz is responsible for the education funding aspect of the financial program, as well assisting Ken with the retirement planning and client portfolio management of the financial program. In addition, she handles all of the client administrative duties. Liz is Series 7, 63 and 65 licensed.
Liz resides in Westland with her husband Jeremy and their 8-year old son. When not working with clients, she enjoys spending time with her family, reading and traveling.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.