Berkley Bryan, CFP®, M.S.

Client Associate 

Berkley Bryan joined Rockefeller Capital Management in February 2022 and serves as a Client Associate for the Southeast Wealth Management Group.

Berkley is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®), holds the following licenses, S7, S63, S65, and has passed the Life, Accident, Sickness and Variable Products Agent Examinations. Berkley also has a Master of Science Degree in Personal Financial Planning.

Berkley began her career in Birmingham, AL at a Fortune 500 bank in its Risk Management Department. She helped coordinate the enterprise-wide initiative to transition from LIBOR as well as the PPP Loan Validation and Fulfillment Program. Prior to joining Rockefeller, Berkley worked for a boutique financial advisory firm in Birmingham where she was responsible for supporting family office managers as they advised high net-worth clients.

Berkley graduated summa cum laude from Samford University with a B.S.B.A. degree in Finance and Marketing. She was a member of three Honor Societies: Beta Gamma Sigma, Phi Kappa Phi and Alpha Lambda Delta and was awarded the Southern Conference Commissioner’s Academic Medal each of the 3 years she competed on the Women’s Track and Field Team. Upon graduation, Berkley received: Samford’s Who’s Who Award, Most Valuable Member of the Financial Management Association Award, Most Outstanding Marketing Senior, and Samford’s Distinguished Service Award.

Outside of work, Berkley enjoys her affiliation with The Guide Dog Foundation, gardening, sports, traveling, and time with friends and family.