Robert  Norris,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Norris, CFP®

198.59 Miles

Edward Jones

5225 Luwana Dr
Roanoke, VA 24018-3323
(540) 493-5439

General

Robert Norris is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Edward Jones in Roanoke, VA and the surrounding communities.

Financial Advisor Experience

Bachelors Degree in Finance - Virginia Tech MBA - Virginia Tech 7+ years of experience in the field

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

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