100 Centerview Drive,
At L.V. Berry, Inc. teamwork is essential. Our Clients are our number one priority, and we strive to make their whole experience enjoyable as well as financially beneficial.
When Clients call, they’re promptly greeted by a team member. We note individual preferences and life developments to create a highly personalized experience – each and every time. Often we meet off-site and outside of business hours to accommodate special circumstances. We celebrate Clients’ happiest milestones, and also offer support and resources during tougher times. When Clients hire L.V. Berry, they discover a team eager to listen, respond, manage and serve.
Series 7, Series 66 held through LPL Financial, Alabama Insurance License
As President of L.V. Berry, Inc., I am involved in every aspect of the business.
Prior to joining the firm in 2009, I spent over 20 years managing and developing real estate portfolios for investors. I have a Series 7 and 66 Registrations held through LPL Financial, an Alabama Insurance License and a Master’s Degree in English.
During all of my years of managing investment portfolios and working with Clients, I have found that effective communication is the key to delivering stellar service. I often work with multiple generations within individual families, and the best parts of my work day are always Client meetings. My Clients and their financial well-being are the foundation of my business.
I enjoy travelling, biking, hiking and spending time with family and friends.
As Office Administrator, I always listen and respond promptly to Client requests. With my customer service background in healthcare and insurance, I am dedicated to Client confidentiality and meeting the specific individual needs of our Clients. My goal is to anticipate Client needs and provide an exceptional and highly personalized customer service experience.
When I’m not working, I enjoy the arts especially music and all forms of artistic expression. I love spending time with my family, friends and with my Goldendoodle fur baby Coco.