In his role as a Wealth Planning Associate, Michael Norris provides support to Senior Client Advisors and Wealth Planners. He is particularly interested in working with multi-generational clients and enjoys the integration of financial planning goals across one generation to the next.
Michael joined the firm after graduating from Wake Forest University School of Business where he studied Business and Enterprise Management with a minor in Spanish. During his time at Wake Forest, Michael was an active member in the Finance Club and began his career in wealth planning with an internship at US Wealth Boston in his junior year.
He currently lives in Newton, MA where he spends his free time playing golf, paddle-boarding, and spending time with friends at the beach.