Team Profile

As Vice President and financial advisor at Sequoia, I work with a variety of individuals, families and organizations to help them achieve their financial goals. I strive to provide clients with a well-reasoned and disciplined investment approach, built around their risk tolerance and investment objectives. My mission is to become a trusted advisor for each of my clients. The most rewarding part of my job is all of the experiences I get to share with clients while we work together towards achieving their financial goals. 

Professional Accreditations & Education

  • Chartered Financial Analyst (CFA®)
  • Acquired Series 7 and 63 designations (inactive)
  • Purdue University, B.A. in Management and Finance

Industry Involvement

  • Member, Investment Analyst Society of Detroit

Up Close

  • Enjoys traveling, hiking, reading and spending time with family
  • Lives in Rochester Hills, MI with his wife and two children
  • Joined Sequoia in 2016

Sequoia Financial

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Scott Berry, CFA® | Sequoia Financial Group

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