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Wells Fargo Advisor Team Launches Independent Entity: The Berry Group

The Financial Times publication for financial advisor professionals, Financial Advisor IQ, just covered our move to independence saying: "Sarah Berry and Michael Machnowski have launched The Berry Group as a fee-only RIA in Worcester, Mass., bringing along wealth advisor Oliver Cragan and senior client service officer Cathy McGinty. All were formerly employed by Wells Fargo Advisors. At the end of 2018, Wells Fargo announced plans to launch several RIAs this year. In January the firm said it would launch services to support its own as well as outside advisors who want to start independent RIAs. This included a new custody service through its First Clearing unit and office and technology support from TradePMR, with which Wells Fargo has worked for two decades." We couldn't be more pleased with how things are shaping up! 

Read the full article here:

Wells Fargo Team Launches Independent Entity: The Berry Group