Stephen Norris, CFA, CFP®, ChFC®, CExP

Stephen Norris, a 2008 Clemson graduate, completed his degree work with a major in Financial Management and a minor in Accounting, graduating with honors. He has worked with Consolidated Planning since 2008, providing broad-based planning support to all of its advisors. In 2009, he joined the Consolidated Financial Group and enjoys working with clients in the area of financial services.

Shortly after graduating, Stephen passed the Certified Financial Planner® examination and earned his professional designation in 2011. He also obtained the Chartered Financial Consultant, ChFC®. From 2013-2015, he consecutively passed all three levels of the Chartered Financial Analyst®(CFA) program, the most respected and recognized investment management designation in the world.  He holds Life and Health license as well as FINRA 7 and 66 registrations.

On the weekends, he enjoys being near the water, hunting with his dog, Raider, and attending Clemson football games.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Check the background of this investment professional on FINRA’s BrokerCheck.

Stephen Norris

4201 Congress Street Suite 295
Charlotte, NC 28209

Phone: 704-552-8507 ext. 894
Toll Free: 800-532-2829 ext. 894
Fax: 704-554-6037
Send Stephen a Message:
  • *Name
  • *Email
  • *Phone
  • *Enter your message here:
  • 4
Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.
2018-62656 (8/2020)