After managing commercial real estate, Dorothy Wozny joined independent financial firm L.V. Berry, Inc. in 2009. Today she is the firm’s president.
“I build relationships with clients and assist with planning their financial future,” she said. “This entails financing college, retirement savings, enjoying the golden years, and eventually transitioning assets to loved ones and favorite charities. Often, I work with multiple generations within families.”
Dorothy’s deceased husband, Skip, founded L.V. Berry, Inc. in 1985. Meeting Skip’s clients left Dorothy in awe of the unique relationship that he enjoyed with them.
“My husband was grateful for their trust and business,” Dorothy said. “They were thankful to him for assisting them with pursuing their financial goals. The mutual warmth and appreciation was remarkable. I work to maintain this same level of rapport and commitment.”
A Homewood resident, Dorothy enjoys traveling and spending time with her “fabulous daughter.”
Securities offered through LPL Financial, Member FINRA/SIPC.
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