Dennis P Berry

Vice President, Wealth Management, Financial Advisor, Resident Manager , Financial Planning Specialist

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Dennis P Berry

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Dennis P. Berry

Even before he was a Police Officer with the North Little Rock Police Department, Dennis demonstrated what it meant to protect and serve.  He served in the United States Marine Corps 1989-1996 and is a decorated combat veteran of Desert Storm.

Dennis began his financial advisory career at Merrill Lynch in 1999 and later joined Morgan Stanley in 2004. He continues to help protect and serve the needs of clients seeking comprehensive wealth management and personalized investment management strategies.

Dennis believes a comprehensive wealth strategy is the hallmark of achieving your personal financial goals.  Defining your goals, formulating a strategy and performing ongoing due diligence is the process Dennis utilizes with his clients.

As the former manager of Morgan Stanley’s Shreveport branch (2010-2015) and the Resident Manager of the firms Hot Springs, AR branch since 2016, Dennis understands how to help his clients and other advisors access the firm’s vast breadth of resources and capabilities that can have an immediate impact on and role in creating and implementing their individualized wealth management strategies.  

When not working hard for his clients and the advisors in his branch, Dennis, his wife, Natalie, and children Chase and Juliana, give back to their community by providing a safe home for foster children in need through The CALL in Garland and Hot Spring Counties.

BM/Supervisor; Securities Agent: AR, AZ, CA, CO, DC, FL, GA, IA, IL, LA, MI, MN, MO, MS, NC, NE, NY, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1278607


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 4262 Central Ave Ste A
  • Hot Springs, AR 71913


    Education

    Education

    • The University of Arkansas at Little Rock

    Client Service Team

    Client Service Team

    Denise Franks

    Senior Registered Client Services Associate


    Denise Franks is the most Senior Associate in our branch. She is passionate about helping our clients make the most of their financial goals. She has experience in the intricacies of our business, such as aiding clients through the administrative complexities of inheriting, consolidating or passing down assets to the next generation. Denise has a hand in almost every aspect of our business, from placing trade orders to handling daily client requests. 

    Denise is an invaluable asset to our clients and our branch.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Dennis P Berry today.

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