About Us

Norm celebrated 28 years in the financial services industry in January 2009. Originally from Meridian, Mississippi, Norm graduated from the University of Southern Mississippi with a degree in architectural technology in 1973. Immediately after graduation, he moved to Atlanta and began work with a long-established Atlanta architectural firm, as a draftsman and then was promoted to the position of on-site inspector. In 1977, he decided to pursue a different career path in business and accepted a position as an account executive with a large industrial chemical company. After one year and numerous sales awards, Norm was promoted to sales manager (one of the youngest-ever to hold this position). He built a sales team covering several southeastern states over the next three years. This success led him to explore financial planning and investment options so he accepted a position as vice president of sales with a large southeastern nursing home and real estate development and syndication company. In 1981, the company was sold and Norm took the opportunity to start his own business and founded CommonWealth Financial Planners, Inc., a Registered Investment Adviser firm with the Securities and Exchange Commission.

Norm obtained his Certified Financial Planner™ designation in 1985 and was admitted to the Registry of Financial Planning Practitioners in 1987. He is a registered principal and a branch manager with broker dealer Raymond James Financial Services. CommonWealth advises its clients on every aspect of their financial affairs.

Norm and his wife Renee recently celebrated 31 years of marriage. They have one son, 17-year-old DJ. Norm and Renee are actively involved with their church and teach Sunday school to 7th and 8th grade girls. He is also a member of the Roswell Historical Society, and in 2005 was recognized by the City of Roswell and the Roswell Historical Society with the award for the preservation and rehabilitation of the 100-year-old office “home” at 1033 Canton Street where CommonWealth Financial Planners, Inc. resides.

Born and raised here in Atlanta, Georgia, Michael graduated from the University of Georgia’s Terry College of Business with a BBA in banking and finance in 2005 and subsequently joined CommonWealth full-time in February of 2006. He currently holds series 7 & 66 securities licenses and most recently, obtained the Certified Financial Planner™ certification in 2008. As a financial planner, Michael works directly with clients to set up financial plans tailored for each individual and their particular situation. Once a plan has been outlined, Michael ensures it is implemented and works closely with clients to revise plans as needs change over the years.

In addition to financial planning, Michael oversees the technical needs of the branch, ensuring that computer and reporting systems remain secure, accurate, and efficient. He continues to play an integral role in ensuring the future growth and development of the services CommonWealth offers.

Feel free to contact Michael with any questions about CommonWealth or the services available for clients.

A native of Buffalo, New York, Nancy earned a degree in accounting from Bryant & Stratton College. Upon graduation she accepted a position as the assistant bookkeeper for a local advertising agency and had an opportunity to appear in a few commercials. She married Ken in 1970 and moved to New Jersey where she was employed by a major car distributor in their advertising and public relations department. After one year, she was promoted to the position of assistant manager of human resources.

Her husband’s job brought the family, which now included two daughters, to Atlanta in 1989. Nancy was employed by a commercial real estate firm overseeing the accounting for both the firm and various properties as well as being the liaison for the tenants and the property management side of the firm. Nancy met Norm Shirley through a mutual business acquaintance and in 1993 accepted a position with CommonWealth Financial Planners. She’s held many positions through the years and currently is the Director of Client Services.

She and her husband, Ken, reside in Alpharetta. They enjoy gardening, walking the local Greenway paths, and visiting their daughters, Alison and Kim, and son-in-law, Rick, who live in the Charleston, SC area.

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $183 billion, of which approximately $28 billion are managed by the firm‘s asset management subsidiaries.

In June 2009, for the second consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and account statements and also earning the highest marks for its corporate website.

In May 2009, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's annual “Best on the Street” survey, with the firm placing 8th overall among 163 brokerage firms.

In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com.

In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM. The results are a demonstration of the very high level of service we strive to achieve.

In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.

In March 2007, BusinessWeek magazine named Raymond James as one of the top 18 companies across all industries in customer service, citing our strong “Service 1st” culture and focus.

For more information about Raymond James Financial, visit raymondjames.com.

Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2009 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.

The Forbes rankings for “America‘s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.

The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.

SmartMoney does not endorse any product or service of Raymond James.

Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study.

CommonWealth Financial Planners, Inc.
An Independent Registered Investment Adviser/Securites and Exchange Commission

1033 Canton Street
Roswell, GA 30075
Phone: 770-399-6644
Fax: 770-399-5386
norman.shirley@
raymondjames.com

Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2009 Raymond James Financial Services, Inc. member FINRA / SIPC.     Privacy Policy