From the early years of his life, Jeffrey Berry has been surrounded by hard-working people who taught him that a disciplined approach to investing can impact your future. These life lessons inspired him to empower more people to invest in their future dreams. Now, more than 25 years later, he is still passionately focused on helping people get as much out of life as they put into it.

Jeffrey takes a holistic approach that goes beyond investment planning – he takes a keen interest in his clients’ lives and their futures. He feels privileged to be a trusted advisor who serves to guide them through some of life’s most important moments and milestones. He aims to be a steadfast, compassionate advisor with sharp attention to detail, an easygoing sense of humor, and genuine commitment to stepping in and stepping up whenever clients need him.

Jeffrey specializes in working with individuals who are building their wealth and saving toward retirement; retirees seeking to preserve and protect their wealth to support their long-term goals; and businesses that need assistance with the complexities of operational continuity, succession planning, 401(k)s, and more.

Through his experience as an advisor and portfolio manager, combined with his advanced credentials as an Accredited Asset Management Specialist℠, Jeffrey helps his clients gain confidence in putting a plan in place.

Jeffrey is a proud alumnus of the first class of Florida Gulf Coast University, and he remains an active supporter of the school.

Since childhood, Jeffrey has called Fort Myers, FL, his home. He now lives there with his wife, Debbie, and together, they have three adult children: two sons and a daughter. In his free time, he enjoys traveling with his wife, scuba diving, and staying busy with his two greatest passions: photography and building his dream car, a 1968 Firebird.

 

CA Insurance License Number 0K08527

Resident State FL