Berry and Peña Join Wunderlich Wealth Management in Franklin, TN

(MEMPHIS, TN / February 17, 2015)   Wunderlich, a Memphis-based full-service investment firm, is pleased to welcome financial advisors Tyler R. Berry IV and Rachel E. Peña to its wealth management team in Franklin, Tennessee. Both were previously associated with Morgan Stanley in the Nashville area.  Each has 20 years of experience helping individuals, business owners and families prepare for a secure financial future.

“Tyler and Rachel are well known for the care they take with their clients, as well as the work they do for this community,” said Franklin branch manager Irene Griffis. “We are honored and excited they chose to move their successful practice to Wunderlich.”

“We made this move with our clients’ needs in mind,” adds Berry. “We are excited about our ability to offer the very personalized service of a smaller, client-focused firm coupled with the extensive resources of a major firm.”

Berry’s career as a financial advisor began at Robinson-Humphrey and includes nearly 15 years with Morgan Stanley prior to joining Wunderlich. A graduate of the University of Alabama, he actively supports the Franklin community through his involvement with several local organizations. Berry is currently Vice Chairman of the Board of Trustees for Battle Ground Academy, where he also served as co-chair of the capital campaign from 2009-2012. He is also a board member of Mount Hope Cemetery and Franklin’s Charge, and a graduate of Leadership Franklin. 

Peña entered the financial services business in 1996, joining Morgan Stanley after graduating from Texas A&M University with a degree in economics and accounting. An avid supporter of arts and culture in the local community, Rachel currently serves as Secretary of Nashville Ballet’s Endowment Investment Committee. She has also served as President of Friends of Nashville Ballet and Ex Officio Board Member of Nashville Ballet.

 

About Wunderlich

Established in 1996, Wunderlich provides individuals, corporations and institutional clients with wealth management, equity research and investment banking, and fixed income sales and trading. Wunderlich, headquartered in Memphis, Tennessee, has 33 offices in 18 states and more than 600 associated professionals.










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