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 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 as one of Barron’s Top Advisors in America of 2020**. He has also been recognized by Forbes as a Best-In-State Wealth Advisor (Forbes, 2022-2024*).
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.
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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.
Locations
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Map
305 E Jefferson St,
Charlottesville, VA 22902-5106
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Map
10 Franklin Rd SE,
Suite 201, Roanoke, VA 24011-0008
95.7 Miles
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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