Sarah Berry
sberry@monetagroup.com
508-713-9567
Sarah has developed an approach to advising her clients that is based on straight talk, common sense and simplified holistic investing. She honed her beliefs over her 35+ years as an Advisor, with A.G. Edwards and Sons, and its successor firms, Wachovia and Wells Fargo Advisors. During that time, Sarah worked as the manager of the Worcester, MA office for 11 years and for six years as the manager of the Boston AGE institutional and Retail Office. She opted out of management in 2009 to serve her clients full-time, creating The Berry Group as a branch of Wells Fargo Advisors. In September of 2019 she elected to establish The Berry Group as a Registered Investment Advisor with her partner, Michael Machnowski, CFP®.
Sarah received a Bachelor’s degree from Bennington College. After a few odd jobs after college she decided to see what it was like to work as a financial advisor, since her father had interested her in the market at age 10. It was the best thing she ever did; Sarah loves teaching people about money and investments. As she is wont to say - “having enough money is about having choices about how you live your life." Away from the office Sarah has served as a volunteer on various community organizations: former President of Higgins Armory Museum, Worcester Art Museum, Greater Worcester Community Foundation, Community HealthLink and as a trustee of Worcester Area Chamber of Commerce, UMASS Memorial Health Care System, Bancroft School, Tower Hill Botanic Garden and the YMCA. She is also a Selectman for the small island of Gosnold, MA.
She is married to a (mostly) retired businessman and serious gardener, has three wonderful step-children, eight grandchildren, five siblings and a terrific mom. She truly enjoys helping others manage the financial complexities that are integrated with all of our lives.
Sarah received a Bachelor’s degree from Bennington College. After a few odd jobs after college she decided to see what it was like to work as a financial advisor, since her father had interested her in the market at age 10. It was the best thing she ever did; Sarah loves teaching people about money and investments. As she is wont to say - “having enough money is about having choices about how you live your life." Away from the office Sarah has served as a volunteer on various community organizations: former President of Higgins Armory Museum, Worcester Art Museum, Greater Worcester Community Foundation, Community HealthLink and as a trustee of Worcester Area Chamber of Commerce, UMASS Memorial Health Care System, Bancroft School, Tower Hill Botanic Garden and the YMCA. She is also a Selectman for the small island of Gosnold, MA.
She is married to a (mostly) retired businessman and serious gardener, has three wonderful step-children, eight grandchildren, five siblings and a terrific mom. She truly enjoys helping others manage the financial complexities that are integrated with all of our lives.