PROFESSIONAL PROFILE

Angela Berry
Financial Advisor
Certified Special Needs Advisor

With over 8 years of experience in the financial services industry. Angela's goal is to be the designated financial life advisor for the San Francisco Bay Area. Angela's experience includes helping individuals and pre-retiree couples, business owners and domestic partners understand how to achieve their financial goals, through education and financial education. Angela also has achieved the designation of Certified Special Needs Advisor. This designation highlights her commitment to helping families with children with special needs. She delivers total value through a commitment to providing professional financial solutions for each of her clients. Her investment philosophy includes leveraging professional money managers to deliver ongoing value.

Angela has a first hand perspective on what is needed to achieve financial independence. Her experiences include owning and managing investment properties in Arizona and Hawaii, as well as owning a multiple county residential cleaning service in Arizona. Angela is dedicated to educating and empowering her clients to give them knowledge and understanding of the financial planning process, and confidence in her ability to guide them. Angela enjoys golfing, in-door cycling and spending time with family and friends.

Angela serves as the Chair of the board Horizons Foundation and is a member of the board of NCLR (national center of lesbian rights).

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the Special Needs Financial Servicess Section of TotalMerrill.com.