Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
A 5th generation Texan who comes from an agriculture background has spent a 28-year career assisting clients and businesses in various roles of the financial spectrum. Career started as a County Extension Agent-Agriculture, in 1981 in Falls County, Texas where I worked with families, agricultural produces, agribusinesses and communities.
It was in the role of County Extension Agent in an era of double digit inflation, high interest rates and failed local financial institutions that I took a role to help people realize the importance of wealth management plans, budgets, and the need for a well thought out estate plan and diversification.
I joined Merrill Lynch Wealth Management as a financial advisor in 2019. Previously, spent 2 and a 1/2 years at Dyess AFB as Financial Counselor to military personnel on financial matters and to introduce the new Military Blended Retirement System.
Twenty-four years of this financial career were spent at Southern Farm Bureau Life and Texas Farm Bureau Insurance where I served in the role of Estate Planning Specialist for 6 years, Agency Manager for 8 years and 10 years as an agent.
Present day, I focus on serving the families, businesses and agricultural industry of Texas. Haile received a bachelor’s degree in Animal Science and Animal Health from Sul Ross State University in 1981 (numerous hours educational studies were accumulated from other schools of higher learning-University of Texas, Texas A&M University, Texas Lutheran University) and in 1986 received a Masters in Adult Education from Texas A&M University.
Since that time, additional hours have been accumulated related to personal finance, estate planning strategies, risk management, insurance, and business related finance from various universities and organizations such as Texas A&M University, The American College, National Association of Estate Planners and Kaplan.
A Financial Advisor with a Shepherd’s Heart who follows a holistic and disciplined process to develop a unique and personalized financial strategy for each client. Norval, is passionate to deliver excellent timely service to each client. It will never be about the money it is about the client.
I am involved in numerous organizations to support service men in the area tied to Dyess AFB, local agricultural produces and business, and local community support groups.
*Norval does not provide legal or tax advice in his current role with Merrill.
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with Dyess AFB. Please contact us to learn more about how we work to make a positive impact on your financial life.
Sul Ross State University
Texas AandM University System
Learn about the MyMerrill Mobile App.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.