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Business Experience

Edgar Norris Jr. started his career in the brokerage industry in 1972 and joined BB&T Scott & Stringfellow in 2001.

Investment Philosophy

Edgar offers wealth management solutions to high-net worth investors who value and desire a superior level of service from an experienced advisor. He helps create strategies to put clients on track towards financial security using investment techniques and estate planning which attempt to reduce risk and have the potential to provide reasonable returns.

Business Beliefs and Investment Principles

  • Effective investing takes time
  • While diversifying investments does not ensure against market loss, diversification may effectively reduce risk
  • Asset allocation is central to effective strategies, although it cannot eliminate the risk of fluctuating prices and uncertain returns
  • Investing in equities helps to build wealth
  • Timing the market rarely works

Education

After graduating from Wofford College in 1969 with a Bachelor of Science, Edgar served in the U.S. Army and retired as a First Lieutenant. He then joined Edgar M. Norris Co., Inc. Investments, founded in 1949, serving as its President & Chief Financial Officer from 1981 until 1993, and as President, Chief Operating Officer, and Compliance Officer from 1993 until its acquisition by BB&T Scott & Stringfellow in 2000. Edgar completed the Wharton Business School SIA Management Program in 1979.

Licenses

Series 7
Series 8
Series 63
Series 65
Variable Life and Annuity
Annuity Agent
Life Insurance

Specialty / Area of Expertise

EXPERIENCE 
Edgar has been in the investment industry for over 44 years advising individuals and their families on some of the best ways to accumulate wealth, plan for retirement, and preserve capital.

COMMITMENT
He expects a long-term relationship. Many of his clients have been trusting in him for several decades. In several cases, their children have become valued clients as well.

PASSION FOR SERVICE
The team who supports you is dedicated to the infinite details of accuracy, promptness, and technical competency.

CUSTOMIZED STRATEGY
Edgar helps clients develop a strategy based on their objectives, which puts them on track toward their long-term goals and interests.

Methodology

The primary focus of his practice is high-net worth clients who prefer a managed relationship. These accounts are handled on a discretionary basis with the Professional Management Program (PMP). After consultation with our clients we structure a balanced approach of equities, fixed income, and cash or equivalents.

For clients who desire and where it is appropriate, we can discuss a risk management strategy for the portfolio. These accounts are offered only on a ""Fee-Basis,"" where there are no commissions or transaction charges. Quarterly performance reports are prepared for regular face to face client meetings.

Recognitions / Awards

Edgar has served the securities industry in various capacities at the local and national level. He was chosen as the Chairman of District 7 (southeast U.S.) for the NASD, the self regulatory agency of the securities industry, and was later elected to the National Board as a Governor from 1995 to 1999.

While on the board he served on the Finance Committee, the Technology Committee, and as Vice-Chairman of the National Business Conduct Committee, which reviews all disciplinary decisions against firms and individuals.

He served as Vice Chairman of the NASD Statutory Disqualification Committee from 1999 until 2002, and continues to serve as a Chair of Hearing Panels for major disciplinary cases upon request from the NASD.

Community Service

Past Affiliations
Chairman, major non-profit Retirement Community in Greenville, SC
President, Greenville Little Theatre
Chairman, Every Member Canvass campaign (Church)
President, Endowment Corporation (Church)
Chairman, Annual Fund Campaign (School)
Member, School Board, Christ Church Episcopal School

Personal

Edgar is married to Stephanie James of St. Louis, a noted sculptor in her own right. He has four children, two sons and two daughters.

When not engaged in financial advice, his other passion is horses. Edgar likes to travel with the Tennesse Walkers and a carriage pulled by a Standard Bred around the United States to pleasure ride. He has been to 22 states so far ranging from Colorado and Montana in the West to Florida in the South, West Virginia and Virginia to the North. There are a group of rabid riders who regularly travel together. Edgar chooses his battles carefully these days.

Client Service Associate

Sherry Hall handles most client communications, correspondence, as well as the opening of new accounts, account administration, IRA withdrawal requests, client check requests, answering client inquiries, and research.

Edgar Norris, Jr.

Managing Director
Financial Advisor

snapshot

Greenville, SC

2 W. Washington St., STE 800
Greenville, SC 29601
P: (864) 233-3655

Publications of Interest