Professional

I am a Long Term Care Specialist and Financial Advisor in Durham, North Carolina. I work with my clients to develop and fund extended care plans to help protect their family relationships, financial security and lifestyles.

I am passionate about long term care planning and its integration into a holistic financial plan. My personal extended care experiences within my family as well as those of my clients have strengthened my commitment to widespread education for clients, other advisors and the community as a whole.

Prior to joining Northwestern Mutual in 1996, I worked in the banking industry for 11 years as a commerical lender and private banking manager which was a wonderful introduction to financial services. I am blessed to have found this career in planning which allows me to use my experience, education, love of people and commitment to this cause.

Professional Designations

I believe in lifelong learning. My professional designations include:

CFP® -  CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP® certfication is awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.

ChFC® - Chartered Financial Consultant (ChFC®) is the "Advanced Financial Planning" designation awarded by The American College of Financial Services.[1] Charter holders use the designation ChFC® on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.

CASL® - The Chartered Advisor for Senior Living (CASL®) designation is the undisputed professional credential for persons who would like to cater to the unique needs of senior clients. This designation provides advisors with the comprehensive skills to address the main concerns of this demographic, covering such items as financial, health, psychological and sociological issues.

CLTC - Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves.

CLU® - A chartered life underwriter (CLU®) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to helping you achieve your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

 

Years of Experience

Representing Northwestern Mutual since 1996.

Education

Degree Major Institution
Bachelor of Science Business Administration North Carolina, U of (Chapel Hill)

Barbara W. De Berry, CFP®, CLU®, ChFC®, CASL®, CLTC®

Long Term Care Specialist

 

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