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With more than 25 years of experience in financial services and over 10 years of experience in accounting and finance, Bob Berry is well qualified to help you pursue your financial goals.
Before entering the investment profession, Bob, a Certified Public Accountant (CPA), was partner and owner of his own accounting firm (PCAOB). In 1994, he joined a predecessor firm of Wells Fargo Advisors, where he was a Financial Advisor, a CHARTERED RETIREMENT PLANNING COUNSELOR, and a life insurance agent. In 2014, he chose to start his own wealth management firm, Berry Financial Group. He is a graduate of the University of South Carolina with a bachelor's degree in accounting. Active in the Columbia community, Bob was a member of Rotary International, the USC Pi Kappa Phi Housing Campaign and a leader in his local church. Bob was also a former Chairman of the Board of Trustees of Anderson University and currently still serves on the Board of Visitors. He currently holds a position on the board for Global Unleashed Ministry and the Crossover Communications Foundation as well. Bob is also on the Crowd Funding Board with the South Carolina small Chamber of Commerce. He and his wife, Vicky, have been married over 35 years and have three grown daughters, Ashley, Meredith, and Tracy.
Originally from Seven Hills, Ohio, Natalie moved to South Carolina 8 years ago to further her career in the financial industry. With over 20 years' experience Natalie has obtained her series 6, 7, and 63 securities registrations held with LPL Financial as well as life insurance and health insurance licenses. When Natalie is not in the office she enjoys spending time with family, friends, her loving dog Buddy and taking vacations to the lake and beach.
Originally from Upstate New York, Patty moved to South Carolina 33 years ago. She married her husband in 1984 and has one child. She started out at E.F. Hutton in 1984 and is now a part of our team. She enjoys spending time with friends and family, on the lake or vacationing.
Dylan is currently a junior at the University of South Carolina majoring in Accounting and Finance. He plans to obtain his CPA upon graduation in hopes of becoming an auditor or financial analyst.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.
The firm's mission is clear:
We believe that objective financial guidance is a fundemental need for everyone. We enable our customers to focus on what they do best - create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients financial needs. They do so by using the firms tools and resources that help them discover their clients priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients lives; and make product recommendations that put clients on the path to pursuing their goals.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,374 employees with primary offices in Boston, Charlotte, and San Diego.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2013, based on total revenues.
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