Thomas Berry - Senior Vice President, Financial Advisor at Wealth Enhancement

Tom Berry

Senior Vice President, Financial Advisor

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Thomas’s Locations

10151 Carver Rd, Suite 100
Cincinnati, OH 45242
(513) 792-0301
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About Thomas

Tom’s career in the investment industry began over eight years ago at LM Kohn & Company, where he helped clients with portfolio management and trading, and later became a financial advisor. In his current role as a financial advisor with Wealth Enhancement, Tom leads with a service-first mentality and utilizes risk-based tools to help clients align their investment objectives with their personal risk tolerance. He also applies his extensive investment and analytical skills to oversee client portfolios and develop long-term wealth strategies.

In his spare time, Tom enjoys spending time with family and friends, playing sports and listening to podcasts.

Education

  • BBA, Finance, University of Cincinnati, Carl H. Linder College of Business

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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