Putting
people first.
Get to know our leadership team
Leadership at the Raleigh office is dedicated to doing good for our clients, employees and community.
Douglas Berry
CLU®, CFP®
Managing Partner
Doug graduated from Truman State University in 2005 with a major in finance and management and a minor in economics. He was the top intern in the summer of 2005 and won Northwestern Mutual's Mike Gish Award in 2006 as best former intern. He has been a company leader in new clients every year in the business. He...
Doug graduated from Truman State University in 2005 with a major in finance and management and a minor in economics. He was the top intern in the summer of 2005 and won Northwestern Mutual's Mike Gish Award in 2006 as best former intern. He has been a company leader in new clients every year in the business. He has consistently qualified for the Million Dollar Round Table each year and strives to achieve further designations through continuing education programs. In November of 2011, Doug was promoted to District Director of the Clayton, MO office. As part of this role, he was the Head of Development of all new Financial Representatives within the district. In January 2016, Doug opened the Chesterfield Valley office and served as Managing Director. He is now serving as Managing Partner in Raleigh, NC as of November 2021.
My team and I take a comprehensive approach to prepare our clients for their greatest times of need, both planned and unplanned. Contact us today, and together we will help create financial security for you and your family.
Using a unique process, my team helps clients by creating a plan appropriate to their situation. We seek to build long lasting relationships with our clients that endure. We start by understanding you and your goals then create a roadmap to help achieve them. Ultimately our goal is to help create financial security...
Using a unique process, my team helps clients by creating a plan appropriate to their situation. We seek to build long lasting relationships with our clients that endure. We start by understanding you and your goals then create a roadmap to help achieve them. Ultimately our goal is to help create financial security for our clients and our community.
Brittaney Brown
Recruiter
Scott Erickson