Senior Vice President
Financial Advisor
Certified Financial Planner

As a Morgan Stanley Dean Witter Financial Advisor, Mr. Berrall is well positioned to provide investors with advice and guidance. A Senior Vice President, Mr. Berrall is a highly trained investment professional who builds long-term relationships with his clients and helps them establish financial strategies and select suitable investments to meet their short-and long-term goals.

As part of a full-service, global financial services firm, Mr. Berrall has ready access to a wealth of resources. His clients have access to Morgan Stanley Dean Witter's award-winning equity research and its world-class investment banking and asset management capabilities. In addition, he can offer a comprehensive range of financial products and services, such as stocks, bonds, mutual funds, unit trusts, insurance, tax-exempt investments, retirement and personal trust services, financial planning, professional portfolio management and credit products.

Education, Licensing and Training

• BA, 1972, University of Wisconsin
• Certified Financial Planner (CFP), 1985, College for Financial Planning
• Series 8, Retirement Planning Specialist
• Morgan Stanley Dean Witter Graduate School Courses: Estate Planning, 401(k), Women and Investing and Asset Allocation

Business Experience

• 1978-present: Morgan Stanley Dean Witter
• 1985-present: Certified Financial Planner
• Manages over $168,000,000 of Assets
• Former Branch Manager

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