Nicole Norris, CFP®, CPFA®, CRPC™

Experience

• 

  Merrill Lynch Wealth Management

  Jun 1994 - now

  Wealth Management Advisor, Senior Vice President

  I joined Merrill in 1993 and I received a Bachelor of Arts degree in Economics from the University of Michigan Dearborn in 1994. As a member and President of the Economics Club I was the 1994 recipient of the Wall Street Journal Student Achievement Award, an award given to the student demonstrating outstanding academic performance and contribution to student life.Today, I am a Senior Vice President and Wealth Management Advisor. Throughout my career at Merrill, I have continued to deepen and expand my knowledge. I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning Institutes Corp. In addition, I hold the Certified Plan Fiduciary Advisor® (CPFA®) designation and I am a member of the National Association of Plan Administrators.As a Wealth Management Advisor with Merrill, I am also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis my own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Through Merrill, I offer clients a range of in-depth services, including but not limited to: Retirement Analysis, Lump Sum vs. Pension Analysis, Portfolio Management, Insurance and Annuities, Home Financing (NMLS ID: 535528), Education Planning, Trust Services, Legacy Planning and Business Loans. Show less