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The Jefferson Group of Truist Investment Services, Inc.

305 East Jefferson St

2nd Floor,

Charlottesville, VA 22902

thejeffersongroup@truist.com

Phone 434-979-6091

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Who we are

The Jefferson Group of Truist Investment Services, Inc. provides more than 130 years of combined experience working with high net worth and ultra-affluent families, business owners, foundations, endowments and trusts. With Offices In Charlottesville, Roanoke and Harrisonburg, the team specializes in the development of individualized portfolio management strategies and comprehensive intergenerational wealth succession solutions. 

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

  • 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

  • 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

Fritz Berry
Fritz Berry, AWMA®
Financial Advisor
Senior Managing Director
 See more
Brian Williams
Brian Williams
Financial Consultant, Vice President
Tonya Croston
Tonya Croston
Business Development Officer, Vice President
Jay Brown
Jay Brown
Registered Client Service Associate, Assistant Vice President
Scherry Ross
Scherry Ross
Client Service Associate
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    Truist Bank, Member FDIC. © 2024 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
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

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