Prior to forming Wealth Management Solutions, LLC in 2005, Angela worked with Lincoln Financial Advisors as an Investment Advisor Representative. Before joining Lincoln Financial Advisors, Angie worked for 10 years with the County Employees Retirement (457) plan advising and managing retirement plan accounts throughout Ohio and Michigan. She brings over 28 years of experience in the financial services industry.
Angela helps her clients to understand their personal and professional goals by providing guidance in the development and implementation of customized financial plans. Her areas of specialty include investments, retirement income planning, employee pensions and benefits. Angela holds Series 6, 7, 63 & 65 securities registrations and life, health and annuity insurance licenses.
Angela holds the Chartered Financial Consultant® designation through The American College and also holds the Retirement Income Certified Professional® designation.
Angela M. Berry is a registered representative and investment advisor representative offering securities and advisory services through Woodbury Financial Services, member FINRA and SIPC. Woodbury Financial Services is under separate ownership from any other named entity.