Michelle Berry Named to Forbes’ List of Top Women Advisors, Best-in-State
- Gordon McMahan
- Apr 7
- 2 min read
Berry Wealth Group is pleased to announce Michelle Berry, Financial Advisor and CERTIFIED FINANCIAL PLANNER™, was again named to the Forbes list of Top Women Advisors, Best-in-State. This prestigious list, which recognizes leading women advisors from national, regional and independent firms, was recently announced online.
With almost three decades of experience in the financial services industry, Michelle considers her clients as family and enjoys assisting them in mapping out their goals and making sound financial decisions in pursuit of the future they envision.
"I'm honored to be recognized as one of Forbes' Top Women in State Advisors again this year,” said Michelle. “At Berry Wealth Group, we offer plain-spoken financial solutions designed to complement our clients’ needs and goals for the future. This approach helps us focus on what’s most important to them and their family, and it is the spirit that drives us every day."
Forbes' top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone.
To learn more about Michelle and her team at Berry Wealth Group, please visit BerryWG.com.
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won.
This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info. Berry Wealth Group, LP is a registered investment advisor.