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.
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