Heather Berry

Heather is Vice President and Trust Officer based in the Central New York market and is responsible for the administration of trusts.  Prior to joining TFA, Heather worked as a Fiduciary Strategist for five-and-half years at Key Private Bank and as a Paralegal for 17 years at the Sugarman Law Firm, LLP.

Heather serves the community as a Board Member/Sergeant at Arms for the Estate Planning Council of Central New York and is a member of the Estate Planning Council of Tompkins County. She is also a member of the Make-A-Wish Foundation of Central New York Board of Trustees and was named their Volunteer of the Year in 2017.

Heather holds a BA in Paralegal Studies from Johnson & Wales University and was awarded the Certified Trust and Fiduciary Advisor (CTFA) designation through the ABA. She resides in the Syracuse, New York area with her husband and daughter.