Michelle is a CERTIFIED FINANCIAL PLANNER™ professional with Raymond James and owner of Berry Wealth Services Group. She considers her clients as family and enjoys assisting them in mapping out their goals and making sound financial decisions in pursuit of the future they envision. Her focus is on financial planning for retirees, professionals, small business owners and charitable organizations.
She began her career in the financial services industry in 1995, working in the loan division of Community Bank. She joined Raymond James as an independent financial advisor and insurance representative in 1997 and ultimately became a branch manager in 2003. Michelle holds Series 7, 63 and 24 and Texas life insurance licenses and earned a bachelor’s degree from Texas A&M University.
She is active with her church and community. Michelle has served on the board of the Hood County Library Foundation, was the Secretary of the Tolar Youth Athletic Association and is a member of Stonewater Church in Granbury, Texas.
Michelle and Jason, her husband, along with their two children, Jordan and Justin, are lifelong residents of Hood County. In her free time, she enjoys horseback riding, hunting, reading and being involved in her children’s activities.
In order to provide the level of service our clients deserve, I have the following minimum thresholds for new individual clients:
- No minimum for family members of existing clients
- $500,000 of liquid (investable) assets for friends of clients
- $1 million of liquid (investable) assets for new clients
While I have stated minimums, I am flexible.
For example, if you do not meet the thresholds but will likely meet them in the foreseeable future, I would waive the minimum.
Please contact me regarding your specific situation.
My goal is to develop long-term relationships with our clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.