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 PLANNERTM (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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc. 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

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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