Jaclyn Berry partners with families and their advisors to navigate the complexities of planning for and administering Special Needs Trusts and special purpose trusts. While she has a unique understanding of these trusts, Jaclyn is best known for her resourcefulness in addressing the needs of her client, her candidness in explaining options, her availability to her team members, and her remarkable commitment to the beneficiaries she serves.
Jaclyn joined Cumberland Trust in 2006. Previously, she was a legal assistant and real estate closer, administering client accounts and closing residential and commercial real estate transactions. She has experience in estate planning and drafting of legal documents, including special needs trusts.
Jaclyn received a B.A. in Sociology from the University of Tennessee, Knoxville. She is a member of the Academy of Special Needs Planners (ASNP), the Middle Tennessee Chapter of FPA (Financial Planning Association), and the National Trust Real Estate Association, Inc. (NTREA). She is currently pursuing her CTFA.
Jaclyn continues to be involved in the community as a board member for Friends Life Community, a Court Appointed Special Advocate for abused and neglected children who enter into the court system (CASA), and as a Make-A-Wish Foundation volunteer. Previously, Jaclyn served on the board for the Brentwood, Tennessee based Autism and Education Therapy Center.