Expertise:
Mr. Norris' expertise is in retirement and estate planning.
Major Product/SVS:
Financial Services, Wealth Management Consulting
Favorite Business Publication:
Barron's
Education Degrees:
Bachelor of Science in Pharmaceuticals, Ferris State University (1978)
Affiliations Awards:
Board Member, Financial and Estate Planning Council of Metro Detroit, Inc.
Industry:
Asset & Wealth Management
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of his career was giving a presentation on estate planning for UBS.
Charity:
American Cancer Society, Inc.; Leader Dogs for the Blind
Number Of Years In Profession:
27
Number Of Years In Current Position:
3
What Does He/She Attribute Success To:
He attributes his success to his hard work and proactive nature.
Why did you become involved in your profession or industry?:
He became involved in his profession because he always enjoyed studying financial markets.
Education Certifications:
Certified Investment Management Analyst; Certified Financial Planner; Accredited Investment Fiduciary; Chartered Retirement Planning Counselor