Berg Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Brad Berg, Private Wealth Advisor serving the Clearwater, FL area - Ameriprise Advisors

Brad Berg

CFP®, CRPC®

Private Wealth Advisor

Franchise Owner
Visit Brad Berg's website
Alex Bueno, Associate Financial Advisor serving the Clearwater, FL area - Ameriprise Advisors

Alex Bueno

CFP®, APMA®, MBA, MSF

Associate Financial Advisor

Visit Alex Bueno's website

Team

Kelly Brunton

Kelly Brunton

Operations Manager

Roles & Responsibilities

  • Coordinate daily office operations
  • Acting as a liason to answer client questions
  • Interacting with clients to ensure accurate account applications
  • Conducting transaction requests as directed by advisor
View more
Carol Holtzhouse

Carol Holtzhouse

Client Service Coordinator