NORRIS FINANCIAL GROUP® IS DIFFERENT
Norris Financial Group takes a unique approach to wealth management. Putting the client first, we like to say that we are in the relationship building business. Our motives are in-line with our clients’. Therefore, our clients’ success is our success.
KNOWLEDGE AND EXPERIENCE
Knowledge and experience in the investment industry are integral to our continued success. Our ongoing commitment to education and innovation helps us to maintain meaningful relationships with our clients.
Terry L. Norris
CLU, ChFC, CFP® – President & Founder
Terry has spent the last thirty three years in the financial services industry. He attended the University of South Carolina in Columbia and graduated from Campbell University in 1973 with a Bachelor of Science degree in Chemistry.
Soon after college graduation, he entered the insurance business providing personal lines of coverage to individuals and small businesses in Eastern North Carolina. A successful sales career led to several positions in agency management in Fayetteville, NC, Greensboro, NC and Columbia, SC. In 1982, he moved to Greenville, SC to serve as the Career Division Marketing Director for Liberty Life Insurance Company.
In 1984, he decided to return to the one-on-one relationship building of his early career. Terry saw the need for a financial services firm in the upstate that offered the convenience and personal relationships of a hometown advisor with the professional and technical abilities of larger firms. This conviction led to the founding of Norris Financial Group, LLC. Separately, Terry is a managing executive of Royal Alliance Associates, Inc and holds Series 7, 24, 51, and 63 registrations. In 2001, Norris Financial Group, LLC registered with the State of South Carolina as an independent Registered Investment Advisor.
Mr. Norris is active in both professional and civic affairs. He is a long term member of the Financial Planning Association (FPA) and The Society for Financial Professionals. On a more local level, Mr. Norris is a member of the Greenville Estate Planning Council and Aldersgate United Methodist Church. He also is a past president of the North Greenville Rotary Club.
Mr. Norris has obtained three different professional designations. He received his CLU (Chartered Life Underwriter) designation in 1983 and ChFC (Chartered Financial Consultant) designation from the American College in 1985. In 2006, Mr. Norris received his CFP® (Certified Financial Planner) designation from the Certified Financial Planner Board of Standards.
“It has been my great pleasure and privilege to spend my entire career in the financial services arena. I have had the opportunity to work directly with individuals, businesses and foundations to enhance and aid their financial decision making efforts. I appreciate those whom I have worked with.” -Terry L. Norris
Portfolio Money Manager | Investment Advisor Representative
Altman (AJ), a native to Greenville, SC has resided here for the past 32 years excluding the 4 years in which he attended the University of South Carolina, where he double majored in Management Science, Management Information Systems, and minored in Psychology. Altman was a member of Sigma Alpha Epsilon fraternity. He graduated Magna Cum Laude in December 2002 from the Darla Moore School of Business at USC.
Upon graduation AJ was hired by Nissan North America and relocated to Los Angeles California to their corporate headquarters. At Nissan, Altman held the title of Lead Operational Data Analyst. In this position, Altman applied his undergraduate education in information systems and statistical analysis to uncover product quality trends and provide operational support for upper management.
AJ left Nissan to return home to Greenville to take a position at Norris Financial Group, LLC. Through time and study, AJ has become one of the firm’s Portfolio Money Managers; his responsibilities include the creation and evolution of the firms various trading systems and platforms. AJ analyzes the stock markets and individual securities from both a fundamental and technical approach and background.
AJ holds a Series 7, 66 registrations and South Carolina Life & Health license. In addition to the industry registrations and licenses, AJ has attained a Certified Retirement Plans Specialist, CRPS® designation. This designation is targeted at professionals who design, install, and maintain retirement plans for the business community.
AJ is currently a member of MTA, Market Technicians Association, he has successfully passed level one of the Chartered Market Technicians designation (CMT) and is studying for level two.