Michael Berry, Chfc work email
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Michael Berry, Chfc personal email
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Michael brings over 25 years of experience in the financial services, risk management, asset protection, wealth management, private equity and investment banking arena. He specializes in insurance, asset protection, tax reduction, executive benefits, asset allocation and comprehensive financial planning strategies for a select group of U.S., and global citizens.Michael and his team support a client list comprised of the top 5% of plastic surgeons, dermatologists, and health care professionals worldwide. He is passionate about serving the healthcare and aesthetics industry as well as all entrepreneurs.In2021, 2022, 2023, and 2024 Michael was recognized as one of the nation's top financial security professionals (#33 USA) and (#1) in Connecticut by Forbes. Mr. Berry was also named one of the “Top 100 People in Finance Worldwide” by the Top 100 Magazine. In 2009, he received the “Four Under Forty” award as a top advisor from NAIFA and the “Ann Liston Award for Excellence in Ethical Standards” from Northwestern Mutual. Additionally, Medical Economics Magazine has recognized Michael as one of the “150 Best Financial Advisors for Physicians.”Michael is a published author and speaker. His work has appeared in Physicians Money Digest, Medical Economics, The Law Journal Newsletters, and Financial Advisor Magazine. Michael is a veteran speaker and has addressed audiences at the HCAA (National CPA Health Care Advisors Association), The Business of Pain Management, Lion Street Indaba, The Rainmaker Companies, and national industry association events.Michael graduated from the University of Rhode Island in 1991, with a Bachelor of Arts degree incommunications. He holds the designation of Chartered Financial Consultant (ChFC) from the AmericanCollege in Pennsylvania, is licensed in life, health, and accident insurance, and holds NASD Series 6, 63, 66, and 7 licenses. When Michael is not serving clients, he is dedicated to his family, enjoys CrossFit, tennis, wake surfing, and all things automobiles. Apricity Financial, LLC (“Apricity Financial”) is a registered investment advisor. Apricity Financial provides investment advisory and related services for clients nationally. Apricity Financial will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.apricity-advisors.com.
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PrincipalApricity CapitalMooresville, Nc, Us
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PrincipalApricity Advisors Jul 2024 - PresentApricity is setting the standard of care in the advisory space. Apricity Advisors takes a comprehensive process to balance sheet planning in the areas of tax reduction, asset protection, investment, retirement, benefit plans, insurances, corporate structure, investment banking and estate planning into SIMPLE packages, so you are in a better position to navigate your risks to wealth creation and preservation.
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Managing MemberMsf Companies Jan 2013 - PresentNewtown, Connecticut, UsMSF began as a financial services company and currently functions as an MSO (management service organization) and holding company. -
OwnerLion Street Jan 2013 - PresentAustin, Texas, UsLion Street is a national financial services distribution company owned by fiercely independent financial advisors who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. -
Managing MemberMichael Scott Financial, Llc Aug 2011 - PresentConsulting Services and Insurance Planning
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Partner, Head Of Private ClientAddicus Dec 2019 - Feb 2024Oxford, Ms, UsMichael joined Addicus in 2019 as a Firm Partner, where he leads its Private Client, Risk Management, and Investment Advisory divisions. He specializes in insurance, asset protection, tax reduction, executive benefits, asset allocation and comprehensive financial planning strategies for a select group of U.S., Non-U.S., and global citizens. -
PartnerAddicus Jan 2019 - Feb 2024Oxford, Ms, Us
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Financial AdvisorNorthwestern Mutual Financial Jan 1999 - Jul 2011Milwaukee, Wi, Us -
Co OwnerWorld Gym Owner And Operator Jan 1992 - Aug 1998Organized, built and managed Connecticut's largest World Gym Fitness Center
Michael Berry, Chfc Skills
Michael Berry, Chfc Education Details
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The American College Of Financial ServicesFinancial Planning -
University Of Rhode IslandBachelor’S Degree
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Columbia Business SchoolExecutive Mba
Frequently Asked Questions about Michael Berry, Chfc
What company does Michael Berry, Chfc work for?
Michael Berry, Chfc works for Apricity Capital
What is Michael Berry, Chfc's role at the current company?
Michael Berry, Chfc's current role is Principal.
What is Michael Berry, Chfc's email address?
Michael Berry, Chfc's email address is mb****@****oup.com
What is Michael Berry, Chfc's direct phone number?
Michael Berry, Chfc's direct phone number is +151379*****
What schools did Michael Berry, Chfc attend?
Michael Berry, Chfc attended The American College Of Financial Services, University Of Rhode Island, Columbia Business School.
What skills is Michael Berry, Chfc known for?
Michael Berry, Chfc has skills like Financial Planning, Financial Services, Financial Advisory, Insurance, Asset Management, Strategic Planning, Investments, Consulting, Strategic Financial Planning, Wealth Management, Retirement Planning, Retirement.
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