Broker Check
Norris R. Woody, CPFA

Norris R. Woody, CPFA

Retirement Planning Specialist

Norris R. Woody Jr. is a financial professional who brings extensive experience to his role as an advisor with Equitable Advisors. With a deep understanding of financial planning, investment strategies, and retirement planning, Norris is committed to helping his clients achieve their financial goals and secure their financial future.

Norris has a strong background in finance, having earned his Bachelor's degree in Business Administration with a focus on Finance from a renowned university. He has also obtained various certifications, including the Series 7 and Series 66.

Throughout his career, Norris has worked with individuals, families, and business owners to develop comprehensive financial plans tailored to their individual needs and goals. He believes in a holistic approach to financial planning, taking into account factors such as risk tolerance, time horizon, and tax considerations to create personalized strategies that align with his clients' objectives.

One of Norris' core values is building lasting relationships with his clients, based on trust, integrity, and transparency. He takes the time to understand his clients' financial situation, aspirations, and concerns, and provides them with clear and unbiased guidance to make informed financial decisions. Norris is known for his ability to simplify complex financial concepts, making them easily understandable for his clients.

In addition to his experience in financial planning, Norris stays up-to-date with the latest market trends and investment strategies, and leverages his knowledge to help his clients build diversified investment portfolios that align with their financial goals and risk tolerance.

As a financial professional, Norris is dedicated to ongoing education and professional development. He regularly attends industry conferences, workshops, and seminars to expand his knowledge and stay current with the latest advancements in the field of finance.

Outside of his professional endeavors, Norris is actively involved in his community. He is known for his philanthropic efforts, and he is passionate about giving back and making a positive impact in the lives of others.

In summary, Norris R. Woody Jr. is a dedicated financial professional who is committed to helping his clients achieve their financial goals. With his experience in financial planning, and his unwavering commitment to his clients' best interests, Norris has earned a reputation as a trusted advisor in the financial industry.