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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