Fritz Berry

Fritz Berry, AWMA®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

305 E Jefferson St

Charlottesville, VA 22902-5106

Fritz.berry@truist.com

Phone 434-979-6059

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About me

Background

Fritz Berry is a Senior Managing Director for Truist Investment Services, Inc., with offices in Charlottesville and Roanoke. He has over 30 years of experience working with high net worth and ultra-affluent families, advising business owners, foundations, endowments and trusts. He specializes in the development of individualized portfolio management strategies and comprehensive intergenerational wealth succession solutions. 

Fritz has been recognized in the Wall Street Journal as one of Barron’s Top Advisors in America of 2020, “In selecting our Top Advisors each year, Barron’s aims to pinpoint those who provide exceptional client care.” (Wall Street Journal - Barron's, 2020*) He and his team have also been recognized in the Financial Times as one of the Top 400 “Best in Class” Financial Advisors in the Country. (Financial Times April, 2019**)  Fritz has also been recognized by Forbes as a Best-In-State Wealth Advisor in 2022 with “a proven track record of guiding their clients through volatile markets." (Forbes, 2022***)

Fritz and his team pride themselves in taking a holistic approach to Wealth Management and are grateful every day to be able to work with an exceptional group of families.

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

Bachelors of Science
Roanoke College 1989
Accredited Wealth Management Adviser
College For Financial Planning

Personal Interests

Fritz has been an active leader in the community and has served on a number of local boards, including Charlottesville Area Community Foundation Governing Board, Roanoke College Presidents Advisory Board, Music Resource Center and Junior Achievement.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Accomplishments

Top 400 “Best in Class” Financial Advisors*
Financial Times 2019
Top Advisors in America**
Barron’s 2020
Best-In-State Wealth Advisor***
Forbes 2022
*Financial Times rankings are based on assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

**Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

***Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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