Background
Fritz Berry is a Senior Managing Director for The Jefferson Group of 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.
The Jefferson Group was named a 2024 Best-In-State Wealth Management Team from Forbes***, based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management.
Investment Adviser Representative, Truist Advisory Services, Inc.
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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.