Edgar Norris

Edgar M. Norris Jr.

2 W Washington St,

Greenville, SC 29601-2735

See all locations

About me

Background

I am a Senior Vice President, Managing Director, and principal member of The Broadview Group, with almost 50 years of industry experience.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Wofford College 1969
Securities Institute Association Management Program
The Wharton School

Personal interests

I have been an active member of various community boards, including chairman of the board of Christ Church Episcopal School and president of the Christ Church Endowment Corp. in Greenville, SC.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles