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Norris Financial Group Employee Directory

Investment ManagementSouth Carolina, United States2-10 Employees

Norris Financial Group is a small investment management firm based in Greenville, South Carolina, delivering wealth management and advisory services. It operates under a client-centered OneLife Wealth Management philosophy that prioritizes relationships and trust as the foundation for tailored guidance. The firm emphasizes being detail-oriented, responsive, and educational, aiming to set realistic expectations for its clients. By aligning its goals with those of its clients, it seeks to support durable financial success.

Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, while investment advisory services are provided by Norris Financial Group, LLC, a registered investment adviser unaffiliated with Osaic. The organization maintains a small professional team serving clients from Greenville.

Find Norris Financial Group employees' phone numbers or email addresses

Norris Financial Group Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Norris Financial Group's Leadership

  • President, Registered Investment Advisor, Certified Financial Planner at Norris Financial Group
    T. L. N.
    President, Registered Investment Advisor, Certified Financial Planner
    Mobile Phone
  • Director Of Operations at Norris Financial Group
    J. N.
    Director Of Operations
    Mobile Phone
  • Office Manager at Norris Financial Group
    S. N.
    Office Manager
    Mobile Phone
  • Investment Advisor Representative at Norris Financial Group
    C. D.
    Investment Advisor Representative
    Mobile Phone
  • Portfolio Strategist And Investment Advisor at Norris Financial Group
    A. C.
    Portfolio Strategist And Investment Advisor
    Mobile Phone
  • Employee at Norris Financial Group
    L. P.
    Mobile Phone

Norris Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other
  • Accounting

Contact profiles from Norris Financial Group

Name
Title
Contact
Location
Last Update
  • President, Registered Investment Advisor, Certified Financial Planner at Norris Financial Group
    T. L. N.
    President, Registered Investment Advisor, Certified Financial Planner
    Mobile Phone
    United States, South Carolina
    Nov 13, 2025
  • Director Of Operations at Norris Financial Group
    J. N.
    Director Of Operations
    Mobile Phone
    United States, South Carolina
    May 30, 2026
  • Office Manager at Norris Financial Group
    S. N.
    Office Manager
    Mobile Phone
    United States, South Carolina
    Jun 29, 2026
  • Investment Advisor Representative at Norris Financial Group
    C. D.
    Investment Advisor Representative
    Mobile Phone
    United States, South Carolina
    Jun 08, 2026
  • Portfolio Strategist And Investment Advisor at Norris Financial Group
    A. C.
    Portfolio Strategist And Investment Advisor
    Mobile Phone
    UNITED STATES
    Jun 25, 2026
  • Employee at Norris Financial Group
    L. P.
    Mobile Phone
    United States, South Carolina
    Aug 01, 2024

Frequently Asked Questions

What is Norris Financial Group known for?

Minus sign iconPlus sign iconNorris Financial Group was founded in 1986 and operates in the Investment Management industry. You can contact Norris Financial Group's main corporate office by phone at
+1-864-235-****
. Explore Norris Financial Group's company overview page for more information.

What is Norris Financial Group's most common email format?

Minus sign iconPlus sign iconNorris Financial Group employees' email format typically follows the pattern of First.Last@norrisfinancialgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Norris Financial Group email formats with LeadIQ.

How many employees does Norris Financial Group have currently?

Minus sign iconPlus sign iconNorris Financial Group has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Norris Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Norris Financial Group's key employees include:

  • President, Registered Investment Advisor, Certified Financial Planner: T. L. N.
  • Director Of Operations: J. N.
  • Office Manager: S. N.
  • Investment Advisor Representative: C. D.
  • Portfolio Strategist And Investment Advisor: A. C.

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