Edgar Norris

Edgar M. Norris Jr.
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W Washington St

8th Floor,

Greenville, SC 29601-2735

Edgar.Norris@Truist.com

Phone 864-370-5347

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About me

Background

Edgar Norris is a Financial Advisor and member of The Broadview Group of Truist Investment Services, Inc.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Wofford College 1969
Securities Institute Association Management Program
The Wharton School

Personal Interests

Edgar has been an active member of various community boards, including chairman of the board of Christ Church Episcopal School and president of the Christ Church Endowment Corp. in Greenville, South Carolina.

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

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

Locations

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