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 Hot Springs, AR branch (2016-2018), 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.
Securities Agent: TX, LA, AR, WA, VT, VA, TN, SC, PA, OH, NY, NJ, NE, NC, MS, MO, MN, MI, MA, KS, IN, IL, ID, IA, GA, FL, DC, CO, CA, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1278607
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Digital Brochure

    Education

    • The University of Arkansas at Little Rock

    Client Service Team

    • Chelsea Hoover, Client Service Associate

    Location

    4262 Central Ave
    Ste A
    Hot Springs, AR 71913
    US
    Direct:
    (501) 622-3210(501) 622-3210
    Toll-Free:
    (800) 473-4033(800) 473-4033
    Fax:
    (501) 508-6973(501) 508-6973
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    From Clueless to Clued In: Teaching Teens About Money

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    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Choosing an Environmental Charity

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