Fritz Berry,
AWMA®
Senior Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
Senior Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
305 E Jefferson St
Charlottesville, VA 22902-5106
About me
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.
Check the background of this investment professional on
FINRA's BrokerCheck
, opens in new tab
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
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Business management and planning
Investment planning
Accomplishments
Top Advisors in America**
Barron’s
2020
Best-In-State Wealth Advisor*
Forbes
2022
Best-In-State Wealth Advisor*
Forbes
2023
Best-In-State Wealth Advisor*
Forbes
2024
*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.
**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 team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.
Locations
Loading location info...
Return to list view
Map
305 E Jefferson St,
Charlottesville, VA 22902-5106
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
{0} {1}
Recommended Resources
Market Pulse July 21, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market views heading into the week of July 21, 2025 highlight what we're watching and important news ahead.
- Jul 22, 2025
Article
07/25/2025
Article
Economic Data Tracker Tariffs starting to creep into inflation readings, while summer air travel and freight figures sizzle
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of July 18, 2025.
- Jul 22, 2025
Article
07/18/2025
Economic Data Tracker – July 18, 2025
Special Commentary Timely Economic & Market Insights – July 16, 2025
Our Investment Advisory Group experts shared their annual investment outlook with an in-depth look at the economy, markets and portfolio positioning.
On July 16, our Investment Advisory Group experts shared their annual investment outlook with an in-depth look at the economy, markets and portfolio positioning.
- Jul 18, 2025
Video
07/16/2025
Truist’s Perspective on Election 2024 – July 16, 2025
