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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 115 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.
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

Accomplishments

Best-In-State Wealth Management Team
Forbes 2025 External
Best-In-State Wealth Management Team
Forbes 2026 External
*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 2025 and 2026 is based on the aforementioned criteria through the calendar year preceding the award date.
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
Delicia Dzhivhuho
Delicia Dzhivhuho
Registered Client Service Associate

Market Perspective Elections matter, but other factors matter more

With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.

Market Perspective
09/29/2026
Article
09/29/2026
Market Perspective

Market Perspective Elections matter, but other factors matter more

With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.
09/29/2026
Article
09/29/2026
Market Perspective

Market Pulse Market Pulse - September 28, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week highlight what we're watching and important news ahead.
09/28/2026
Article
09/28/2026
Market Pulse – September 28, 2026

Market Pulse Market Pulse - September 28, 2026

Market views heading into the week highlight what we're watching and important news ahead.
09/28/2026
Article
09/28/2026
Market Pulse – September 28, 2026

Special Commentary House Views update

Reset in growth/tech valuations and yields creates an opportunity to deploy cash

House Views update: Reset in growth/tech valuations and yields creates an opportunity to deploy cash
09/25/2026
Article
09/25/2026
Special Commentary

Special Commentary House Views update

Reset in growth/tech valuations and yields creates an opportunity to deploy cash
09/25/2026
Article
09/25/2026
Special Commentary
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    Locations

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