John Berry's Location
Columbus, OH, US
John Berry's Work
- Managing Director @ Adaptation Financial™
- Financial Advisor, Financial Planning Specialist @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
John Berry's Education
- Harvard University Graduate School of Arts and Sciences
(Finance)
2020 - 2020 - Franklin University
Master's degree (Business/Managerial Economics)
- Franklin University
Bachelor's Degree (Financial Planning and Services)
- Franklin University
(Computer Science - Software Engineer)
2000 - 2003 - The American College of Financial Services
(Chartered Financial Consultant)
- The American College of Financial Services
(Chartered Advisor in Philanthropy)
John Berry's Skills
- Real Estate
- Nonprofit Management and Governance
- Business Exit Strategies
- College Savings Strategies
- Investing for Women
- Customized Retirement Planning
- Benefit Plan Administation
- Divorce Financial Advising
- Special Needs Planning Strategies
- Workplace Retirement Plans
John Berry's Summary
John Berry, based in Columbus, OH, US, is currently a Managing Director at Adaptation Financial™, bringing experience from previous roles at Morgan Stanley and Merrill Lynch Wealth Management. John Berry holds a 2020 - 2020 Harvard University Graduate School of Arts and Sciences. With a robust skill set that includes Real Estate, Nonprofit Management and Governance, Business Exit Strategies, College Savings Strategies, Investing for Women and more, John Berry contributes valuable insights to the industry. John Berry has 3 emails on RocketReach.
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