Broker Check
Garret B. Norris, CFP®, ChFC®

Garret Norris graduated from Towson University in Maryland and holds a Bachelor of Science Degree in Mass Communications. Garret is an Investment Adviser Representative and Founding Partner, and focuses on financial, insurance, and investment planning. Garret holds the professional designations Certified Financial Planner™ and Chartered Financial Consultant™, as well as the following Securities Registrations and Insurance Licenses: Series 6, 7, 24, 63, 65, Life & Health, Fixed & Variable Annuity, Property and Casualty.

Garret serves as a volunteer Select Service Draft Board Member in Lee County, Florida, a Presidential Appointed position. He is married with one son and has practiced professionally in Southwest Florida since 1990.