Who We Are
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Dianne Berry offers approximately twenty five years of financial services experience including work with public accounting, legal and consulting firms. She has advised many business owners, physicians and other individuals on financial and estate planning, investment and wealth management, tax and retirement planning.
Ms. Berry received a B.A. with honors from the University of Memphis and an Executive M.B.A. from the Owen Graduate School of Management at Vanderbilt University. She is a Certified Public Accountant and a Certified Financial Planner. She has published numerous financial articles, taught college financial courses and is a frequent speaker at seminars.
Dianne Berry began Berry Financial Services, Inc in 1997 working with clients to build customized plans that help them reach their dreams – whatever they might be. She designs and monitors client portfolios and develops personalized financial plans. What her clients like most is the thorough analysis and personal attention she gives at quarterly or as needed meetings. These meetings cover all current issues, and help to anticipate problems, and opportunities and the resources necessary to develop successful financial strategies.
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©2010 Berry Financial Services, Inc. All rights reserved. |
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