Edgar Norris

Edgar M. Norris Jr.
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 West Washington St

Suite 803,

Greenville, SC 29601-2735

Edgar.Norris@Truist.com

Phone 864-370-5347

Fax 864-233-7956

Get directions

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About me

Background

Edgar Norris is a Financial Advisor with The Broadview Group of Truist Investment Services, Inc., with over 50 years of industry experience. Edgar has served as President and CFO of Edgar M. Norris & Co., as Chairman of District 7 (Southeast U.S.) for NASD (National Association of Securities Dealers), and was twice elected to the NASD National Board of Governors from 1995-1999. In 2000, Edgar M. Norris & Co. was acquired by Truist’s heritage firm, BB&T Scott & Stringfellow. Edgar earned his bachelor’s degree from Wofford College and completed the SIA Management Program from the Wharton School of Business.

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

Edgar has 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, South Carolina.

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

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