Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Shelley Norris has been in the financial services industry for more than 15 years. Shelley joined Merrill Lynch Wealth Management in 2015. She has built her career working with high net worth individuals, with an emphasis on working with women investors. Shelley works to identify client’s specific goals, and provides personalized attention and strategies to help them achieve those goals.
Shelley helps coordinate the financial affairs of a select group of families, retirees, business owners, and professionals in Mid-Michigan, Metro-Detroit, and around the country. Her goal is to make a positive, meaningful difference in the financial lives of clients by providing sound education to help make well-informed financial decisions.
Shelley is a graduate of Ferris State University, and currently serves as a Board Member for SVRC. She has served as an Advisory Board Member for S.A.I.D. (Saginaw Advocacy for Individuals with Disabilities) since 2006, and also for the Westlund Guidance Clinic since 2008. She is very active in Rotary with the Sunrise Rotary Club, serving as the President in 2011-2012. She also serves Rotary District 6310, as the Public Image Chair.
Shelley has two grown children and currently lives in Freeland.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The Rotary Club of Saginaw Sunrise . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Eisenhower High School
Ferris State University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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