Norman is a 19 year veteran of the financial services industry. He strives to help high net worth clients and business owners develop and direct their wealth management plans from the accumulation to the distribution phase. Norman offers his clients comprehensive services, including Wealth management, Risk Management, Cash Management, and Retirement planning. He enjoys building client relationships and has a knack for problem-solving.

His career started right in the middle of the technology bubble and before the tragic events of 9/11. He has seen the bad times as well as the good ones. He believes that anyone can make money when times are good, but it’s what happens when times are bad that counts. Specializing in asset allocation modeling for his clients is a valuable risk management tool.

Norman is a certified Wealth Management Specialist and Investment Management Consultant**. He also holds the Series 7, Series 65, and Series 63 licenses and was recognized as a Forbes Best in State Advisor for both 2019 and 2020.

He has a bachelor’s degree from Louisiana State University and Master of Business Administration from Southeastern Louisiana University. Norman has been a current member of the Raymond James President’s* club since 2011 to present date. He enjoys playing tennis and spending time with his family. He is involved with many charity organizations including Up with Downs, Special Olympics, Med Camps of Louisiana, and the YMCA. Norman and his wife, Lisa, have four children – Sarah, Zachary, Mitchell, and Nathan – and live in Shreveport.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

** The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program..