Brett Norris, CFP®
Vice President
Wealth Planning
Brett Norris, CFP®, joined Ferguson Wellman in 2023 and serves as a member of the firm’s wealth management team as vice president of wealth planning. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who adheres to a disciplined approach and process to fully understand clients’ goals and provide the best possible financial and investment counsel. In his role, he provides complex financial modeling and forecasting in planning for clients. Brett also serves as co-chair of the firm’s internship program.
Prior to joining Ferguson Wellman, Brett was a senior financial planner for Keen Wealth Advisors in Overland Park, Kansas; and was an advisor for The Welch Group in Birmingham, Alabama. He earned his B.S. in finance from the University of Alabama, with concentrations in personal wealth management, insurance, and risk management; and his J.M. in taxation from the University of Alabama School of Law.
In his free time, Brett enjoys cooking, traveling with his wife, spending time outdoors and following Alabama athletics.