About Us

Providing planning and insurance for over 25 years.

Norris Financial Group

Norris Financial Group is a family-owned full-service investment advisory company that has been providing financial planning and wealth management services to individuals and families in Greenville, South Carolina for the last 25 years. We offer a comprehensive level of personal engagement and service that caters to the individual wants and needs of each client. We focus on creating an individual wealth management plan for each of our clients and are dedicated to being detail oriented, responsive, and available to all of our clients.  We also believe in thoroughly educating our clients on the services we provide, so you’ll always have realistic expectations in all circumstances.

Multiple independent investment models allow us to invest appropriately based on age and expected return. This paired alongside our own proprietary indicator allows us to make changes on the fly in order to accommodate and better preserve our clients assets.

Staff photo of all Norris Financial employees

Meet Our Team

Terry L. Norris | CLU®, ChFC®, CFP®20180630121556

Terry L. Norris | CLU®, ChFC®, CFP®

President & Founder
Investment Advisor Representative
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. Soo...
AJ Norris | CRPS®, PPC®, AIF®20180630121443

AJ Norris | CRPS®, PPC®, AIF®

Portfolio 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 m...
Calvin Davis20190829192658

Calvin Davis

Investment Advisor Representative
Calvin Davis has been a member of the team at Norris Financial Group since the summer of 2017. After graduating with a bachelor’s degree in business management from Anderson University in Anderson, SC he was selected to serve as an assistan...
Justin Norris20190829193324

Justin Norris

Director of Operations
Justin joined our team in late 2016 as a systems administrator, where he worked to ensure information security, data integrity, and general continuity of essential processes within the company. In his current position as Director of Operati...

About downtown Greenville

Downtown Greenville, South Carolina is a tightly knit community that The New York Times calls “a national model for a pedestrian-friendly city center.” Once a city in decline, today’s downtown Greenville has the same friendly feeling of a small town but in a larger urban center. Greenville is known for being a green downtown area with a tree-lined Main Street. Take a stroll along the beautiful Reedy River Falls in Falls Park, and check out Greenville’s public artwork displays throughout the downtown area.

Home to hundreds of independent restaurants, shops, and entertainment venues, downtown Greenville is also where about 20,000 employees spend their days, including the team here at Norris Financial Group. As locals ourselves, we have enjoyed watching downtown Greenville, South Carolina grow into the destination it is today and look forward to providing wealth management, financial planning, and fiduciary services to the Greenville community for years to come.

Aerial shot of downtown Greenville South Carolina with Reedy River
reedy river in night