Scott Berry, AAMS®
Most people love money, but many people detest dealing with it.
Since 2004 I am a financial resource to give you the confidence to make informed financial decisions.
It is my passion to help clients pursue their financial goals and act in their best interest.
Some potential benefits of working with a Financial Advisor:
1. Improved investment performance potential
2. Wealth preservation
3. Potentially avoid mistakes
4. Save time
5. Access to investment opportunities
6. Help pursue financial independence
7. Financial confidence
8. Opportunity to discuss investing ideas
I will take the time, and it is my duty, to listen to your goals and to determine your risk tolerance and then recommend appropriate investments.
Definition of Accredited Asset Management Specialist - AAMS®
A professional designation awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam and agree to comply with a code of ethics. Successful applicants earn the right to use the AAMS designation with their names for two years, which can improve job opportunities, professional reputation and pay. Every two years, AAMS professionals must complete 16 hours of continuing education and pay a fee to continue using the designation. The AAMS program is developed in conjunction with some of the nation's top investment firms. Applicants study case studies based on real-life scenarios designed to prepare them to be effective in the real world and build lasting relationships with clients.
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