
Rana BerryRana Berry, CFP®Executive Director, Wealth Planner
About Rana
Rana Berry is an Executive Director and Wealth Planner covering the Northeast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice Team.
A CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Rana is experienced in complex wealth planning strategies for affluent individuals, multi-generational families, business owners and corporate executives. She helps clients realize their financial aspirations for themselves, their families and their philanthropic interests over varied time horizons. She works with the firm's leadership and advisors to ensure financial goal-planning is first and foremost.
Before joining J.P. Morgan, Rana was a Wealth Advisor Associate covering six Southeast Michigan offices at Morgan Stanley. She gained cross-border wealth management experience working for a multi-family office in Geneva, Switzerland. She has also worked as a financial planner at an independent advisory firm in Manhattan.
Rana has an M.S. in Finance from the University of Michigan and earned an executive education certification in Wealth Management Theory and Practice from the Yale School of Management in pursuit of a Certified Private Wealth Advisor® (CPWA®) certification.
A resident of New York City, Rana enjoys outdoor activities, traveling, and spending time with friends and family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights

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You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
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April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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