Michelle Berry bio image
Michelle Berry, CFP® Owner, BWSG Branch Manager

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.

*2021 Forbes America’s Top Women Wealth Advisors list
*2021 Forbes Best-In-State Wealth Advisor list
*2020 Forbes America’s Top Women Wealth Advisors list
*2020 Working Mother Magazine Top Wealth Advisor Moms list.

Check out each list here:

https://www.forbes.com/top-women-advisors/#4f2d88d151f4

https://www.forbes.com/best-in-state-wealth-advisors/

https://www.forbes.com/top-women-advisors/#4f2d88d151f4

www.SHOOKresearch.com

The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information, visit: https://www.forbes.com/best-in-state-wealth-advisors/

SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2020): from a total universe of 300,000 advisors, based on our thresholds we received 32,350 nominations, of which approximately 20% (6,600) were women and less than a quarter (1,238) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.SHOOKresearch.com.

The Forbes ranking of the 2020 Top 1,000 Women Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighting factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to the varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received and based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual client’s experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James in not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/top-women-advisors

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design 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.