Tyler R. Berry, IV, AIF®, CTFA
Senior Managing Director, Investments; Financial Advisor
615.567.2083 | tylerberry@brileywealth.com
Tyler Berry has over two decades of financial experience. His passion for the stock market as a young boy led him to a career in financial services. After dealing with the financial repercussions of losing loved ones, he developed a strong personal calling for helping others prepare for and deal with similar life circumstances. In addition to his core competency in wealth management and investment planning, he has extensive experience in real estate development and investment, non-profit board work and family office operations.
Experience
- B. Riley Wealth Management, since 2015
- Morgan Stanley, 2000-2015
- Smith Barney, 1996-2000
Focus
- Portfolio construction, implementation and monitoring
- Extensive experience in real estate development & investment and private equity.
Community Service
- Board of Trustees, Chair - Battle Ground Academy, 2015-2018
- Board of Trustees, Member - Battle Ground Academy, 2002-present
- Board Member - Mt. Hope Association, 2012-present
- Board Member - Day 7 Ministries, 2015-2017
- Board Member - FFUMC Foundation
Education
- Bachelor of Science degree, University of Alabama
- Professional development with multiple institutions.