Meet the team

Scott Berry


Vice President, Wealth Advisor

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About Scott

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.

Accreditation & Education

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

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

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Scott Berry,


Vice President, Wealth Advisor