Berry Peña Advisors
6700 Tower Circle
Suite 360
Franklin, TN 37067
Focus
- Portfolio construction, implementation and monitoring
- Real estate development & investment and private equity
Experience
- B. Riley Wealth Management since 2015
- 26 years in industry
- Accredited Investment Fiduciary® (AIF®)
- Certified Trust and Fiduciary Advisor (CTFA)
Education
- University of Alabama
Biography
Tyler Berry, IV 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 non-profit board work and
family office operations. The Berry Peña Wealth Management team advises high-net-worth individuals and multi-generational families on investments, protection and transfer of wealth, with a particular focus on integrated planning between all aspects of the clients professional network.