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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

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  • United States Of America
    7

Norris Financial Group's Leadership

  • Stylized image of a person
    T. L. N.
    President, Registered Investment Advisor, Certified Financial Planner
    Phone icon
  • Stylized image of a person
    J. N.
    Director Of Operations
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  • Stylized image of a person
    S. N.
    Office Manager
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  • Stylized image of a person
    C. D.
    Investment Advisor Representative
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  • Stylized image of a person
    A. C.
    Portfolio Strategist And Investment Advisor
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  • Stylized image of a person
    L. P.
    Phone icon

Norris Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Norris Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L. N.
    President, Registered Investment Advisor, Certified Financial Planner
    Phone icon
    United StatesSouth Carolina
    Nov 13, 2025
  • Stylized image of a person
    J. N.
    Director Of Operations
    Phone icon
    United StatesSouth Carolina
    May 30, 2026
  • Stylized image of a person
    S. N.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    Jun 29, 2026
  • Stylized image of a person
    C. D.
    Investment Advisor Representative
    Phone icon
    United StatesSouth Carolina
    Jun 08, 2026
  • Stylized image of a person
    A. C.
    Portfolio Strategist And Investment Advisor
    Phone icon
    UNITED STATES
    Jun 25, 2026
  • Stylized image of a person
    L. P.
    Phone icon
    United StatesSouth Carolina
    Aug 01, 2024

Frequently Asked Questions

What is Norris Financial Group known for?

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Norris Financial Group was founded in 1986 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Norris Financial Group's company overview page for more information.

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

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Norris Financial Group employees' email format typically follows the pattern of . 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?

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Norris Financial Group has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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