Broker Check
Thomas Berry

Thomas Berry

Financial Advisor

Professional

Tom has been with Waddell & Reed since May of 2015. Prior to joining the team he was a sales manager for a world wide life insurance company. There, he was responsible for sales in the Southern Region of the United States.

As a Financial Advisor at Waddell & Reed, Tom maintains Financial Planning as a priority as the planning process is key to a successful retirement plan. He maps out goals at the end of the year and reviews any progress for his clients to give an indication of where they stand.  

Tom graduated from Indiana University with a Bachelor of Science in Accounting. He received his CPA certificate in 1983. Although he is no longer a practicing CPA, this experience helped him grow as a Financial Advisor.

His greatest achievments are maintaining a 36 year marriage with his wife Mary and his two  wonderful daughters. He also has two grandchildren that call him "Popeye". In his free time he enjoys golfing, fishing, wine making, and people watching at Disney.

Licenses

  • Series 7, 66 Securities Licenses
  • Life, Health, and Variable Annuities License

Associations and Memberships

  • Business Networking International

Education

Degree

  • Bachelor of Science

Major

  • Accounting

Institution 

  • Indiana University

 

Waddell & Reed is not affiliated with any other entities referenced herein.  06/18