Jaclyn Berry

Jaclyn Berry

Cumberland Trust

40 Burton Hills Blvd.
Suite 300
Nashville, TN 37215
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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 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 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

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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.