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Bob Berry CPA®, CRPC®

Bob Berry CPA®, CRPC®

Wealth Advisor

Bob Berry has over 25 years of experience in financial services and over 10 years of experience in accounting and finance

Before entering the investment profession, Bob was partner and owner of his own accounting firm. In 1994, he joined a predecessor firm of Wells Fargo Advisors, where he was a Financial Advisor, a Chartered Retirement Planning Counselor, and a life insurance agent. In 2014, he chose to start his own wealth management firm, Berry Financial Group. He is a graduate of the University of South Carolina with a bachelor's degree in accounting. Active in the Columbia community, Bob was a member of Rotary International, the USC Pi Kappa Phi Housing Campaign and a leader in his local church. Bob was also a former Chairman of the Board of Trustees of Anderson University and currently still serves on the Board of Visitors. He currently holds a position on the board for Global Unleashed Ministry and the Crossover Communications Foundation as well. He and his wife, Vicky, have been married over 35 years and have three grown daughters, Ashley, Meredith, and Tracy.