Michael S Berry, Ch Fc
About Michael S Berry, Ch Fc
Michael S Berry, Ch FC, is a financial advisor and owner of multiple firms, including Addicus and MSF Companies, recognized for his expertise in financial planning for medical professionals. He has received numerous accolades, including being named one of the '150 Best Financial Advisors for Physicians' and one of the 'Top 100 People in Finance Worldwide.'
Work at Addicus
Michael S Berry serves as Partner and Head of Private Client at Addicus, a position he has held since 2019. In this role, he focuses on providing financial advisory services tailored to the needs of private clients. His expertise in financial planning and wealth management has positioned him as a key figure within the firm, contributing to its growth and reputation in Newtown, Connecticut.
Work at Lion Street
Since 2013, Michael S Berry has been the Owner of Lion Street, where he has played a significant role in shaping the firm's strategic direction. His leadership has helped the organization establish itself as a notable player in the financial advisory sector on a national level. Berry's extensive experience in financial services enhances the firm's ability to serve a diverse clientele.
Education and Expertise
Michael S Berry studied at The American College from 1998 to 2008, where he focused on Financial Planning and earned the Chartered Financial Consultant (ChFC) designation. He also holds a Bachelor’s Degree from the University of Rhode Island, which he completed from 1988 to 1991. His educational background supports his expertise in financial advisory services.
Achievements
Michael S Berry has received multiple recognitions for his contributions to the financial advisory field. He was named one of the '150 Best Financial Advisors for Physicians' by Medical Economics Magazine and recognized by Forbes as one of the nation's top financial security professionals in 2021. He is a multiple-time recipient of the National Quality Award (NQA) and received the 'Four Under Forty' award from the National Association of Insurance and Financial Advisors (NAIFA) in 2009.
Professional Speaking Engagements
Berry is a veteran speaker who has addressed various industry audiences, including the HCAA (National CPA Health Care Advisors Association) and The Business of Pain Management. His speaking engagements extend to national industry association events, where he shares insights on financial planning and advisory practices.