Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 NMLS # 533709
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.