Meet the Team

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

 

The competitive spirit that fueled Jeremy King to perform at his best as an athlete drove him to perform at his best as an advisor for his clients. For over 20 years, Jeremy has applied the essential lessons he learned in sports to his career and his clients, including focus and preparation, meeting challenges head-on, and working well with his team.


As an advisor, Jeremy strives to build deep, personal relationships with his clients in order to deliver comprehensive recommendations that account for the many aspects of their lives – their goals, aspirations for their family, health, and retirement. He considers it a privilege to help clients manage their finances so that they’re free to focus on things that are most important in their lives.

 

Jeremy primarily works with retirees who seek a trusted advisor to help them plan and protect their wealth. He helps clients with a wide range of complex financial needs and takes pride in being known as a compassionate, knowledgeable, and trustworthy advisor who is always ready to help people through their next step.

 

Having graduated with a Bachelor of Science in Finance, Jeremy is still an active alumnus of Florida Gulf Coast University. To advance his education in the field, he later earned the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor℠ (CRPC®).

 

Jeremy’s family moved to Fort Myers, FL, when he was a child, and he has called it “home” ever since. He lives with his wife, Jessica, in Estero and has an adult son and two teenaged daughters, all of whom he has coached in soccer. Jeremy is a former board member for March of Dimes and the Children’s Home Society, and he currently supports children’s causes in his community. In his free time, Jeremy stays active playing pickleball, hiking, scuba diving, and traveling with his family.

 

CA Insurance Lic.#0K12575
Resident State FL

Susana has been handling operations and servicing clients in the financial services industry since 2016. In her current role, she handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements and online services. Susana is passionate about creating an experience for clients that exceeds their expectations.

Prior to joining the industry, Susana attained Miami Dade College where she received her associate’s degree in Accounting. She has continued her education in the financial services industry and has obtained her series 7 and 66 licenses. She has joined the Berry & King Wealth Management Group after working at UBS Financial Services and Raymond James Financial Services.

Susana was born and raised in Miami before relocating to Fort Myers to finish her studies. Susana enjoys spending time with her family and has recently become engaged to her fiancé Jubert. They plan to get married in the summer of 2023. In her spare time Susana enjoys taking her dog, Scooby, to dog beach and enjoying all that Southwest Florida has to offer.