Lillian Berry
About Lillian Berry
Lillian Berry is a Financial Services Representative at Primerica in Portland, Oregon, specializing in personalized financial planning for families. She focuses on long-term financial health and engages in community outreach to promote financial education.
Work at Primerica
Lillian Berry has been employed as a Financial Services Representative at Primerica since 2020. In this role, she utilizes a client-centered approach to financial planning, focusing on the long-term financial health and stability of her clients. Berry specializes in creating personalized financial plans tailored to families, helping them achieve their financial goals. Her work involves assessing clients' needs and providing guidance on various financial products and services.
Education and Expertise
Lillian Berry holds a Bachelor's degree in Quantitative Economics from Tufts University, where she studied from 2015 to 2019. She also studied Spanish and cultural courses at Arcadia University, participating in a Study Abroad program in Granada, Spain for 11 months in 2017. Berry has expertise in a broad range of insurance products, including life, auto, and home insurance, which she incorporates into her financial planning services.
Background
Lillian Berry graduated from Lincoln High School with a High School Diploma in 2015. Prior to her current role at Primerica, she worked as a Marketing Agent at Wyndham Destinations for five months in 2019 in the Portland, Oregon area. This experience contributed to her skills in client engagement and communication, which she applies in her financial services career.
Community Engagement
Lillian Berry actively engages in community outreach initiatives aimed at promoting financial education and awareness. She provides free educational workshops on various financial literacy topics, including debt management and investments. These efforts reflect her commitment to enhancing the financial knowledge of individuals and families in her community.