Stuart Berry

Stuart A. Berry , CFP®, APMA®
Financial Advisor Private Client Group Truist Investment Services, Inc.

201 Alhambra Cir

Suite 1403,

Coral Gables, FL 33134-5102

About me

Background

I am a Senior Vice President with Truist Investment Services, Inc. and Financial Advisor with Truist Wealth. Over the course of my 35-year career at the firm,  I have held numerous leadership and relationship management positions and have developed an in-depth knowledge of a broad range of banking and wealth management solutions, including investments, risk management, and financial and estate planning. Working in tandem with other members of Truist’s Wealth, I use personalized financial planning and advice to address the current and long-term needs of some of Truist’s wealthiest clients and their families.

I hold my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Accredited Portfolio Management AdvisorSM (APMA®) designations. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Florida State University 1986

Personal Interests

I’m a South Florida native and a summa cum laude graduate of Florida State University. Currently serving on the board of the Harold & Muriel Berkman Charitable Foundation, I have been involved with numerous community organizations over the course of my career. When I’m not in the office, I enjoy fitness and music (particularly guitar and percussion).

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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