The Broadview Group of Truist Investment Services, Inc. The Broadview Group of Truist Investment Services, Inc.

The Broadview Group of Truist Investment Services, Inc.

2 W Washington St

Suite 803,

Greenville, SC 29601-2735

Broadviewgroup@truist.com

Phone 864-233-3655

Fax 864-233-7956

Get directions

See all locations

Who we are

The Broadview Group of Truist Investment Services, Inc. provides a personalized and disciplined approach to financial planning, investment management and wealth preservation. Together, we have more than 100 years of combined financial services experience and more than $1 billion1 in client assets under management. The team was recognized by Forbes as one of the Best-In-State Wealth Management Teams for 20242.

Managing the complex needs of today’s affluent client requires a proactive and experienced team who offer a strategic, competent approach to successful wealth accumulation and preservation. Each team member focuses on different aspects of the client relationship, which allows us to discover areas of opportunity, develop solutions and efficiently execute change. By leveraging our extensive knowledge and experience, we provide solutions to help our clients address their vision of a sound financial future.

1As of January 22nd, 2024.
2Each 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 in January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date
Check the background of this investment professional on FINRA's BrokerCheck

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Edgar Norris
Edgar Norris
Financial Advisor
Managing Director
 See more
Andrew Pittinos
Andrew Pittinos, CFA®
Financial Advisor
Managing Director
 See more
Alicia Zmuda
Alicia Zmuda, CFP®, CLU®
Financial Advisor
Managing Director
 See more
Paul Bopp
Paul Bopp, CFP®
Financial Advisor
Managing Director
 See more
Al Fiedler
Al Fiedler, CFP®
Financial Advisor
Vice President
 See more
Ben Shaver
Ben Shaver
Portfolio Management Officer, Vice President
Margaret “Maggie” Sims
Margaret “Maggie” Sims
Business Development Officer
Sherry Hall
Sherry Hall
Registered Client Service Associate, Assistant Vice President
Laurel Ellison
Laurel Ellison
Registered Client Service Associate, Assistant Vice President
Cristi Stiles
Cristi Stiles
Registered Client Service Associate, Assistant Vice President

A successful financial strategy takes into consideration more than just your investment accounts. We begin with an in-depth discussion to help identify your goals, risk tolerance and time horizon. We then develop a comprehensive plan that encompasses all aspects of your financial picture and reflects your values as well as your near and long-term aspirations. We actively monitor your plan and provide periodic recommendations to help you progress toward your financial goals. With your approval, we may also work with your attorney, accountant and other trusted professionals to design and implement strategies that may further strengthen your financial plan.

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.