A financial professional since 1992, Robert Norton started his own financial firm in 2000, intent upon providing the unbiased investment-management and retirement-planning services retirees and pre-retirees need to pursue their financial goals.
“My mission,” Robert says, “is to work with people in an environment of mutual respect and enjoyment of each other’s company. I want to be a useful partner, in helping my clients gain financial confidence, so they can focus on what is most important in their lives.”
In addition to over 20 years of experience, Robert brings to clients a Bachelor of Science Degree from Clemson University’s School of Commerce and Industry as well as his Series 7 and 24 Securities registrations, held through LPL Financial. His experience and training have made him a versatile professional capable of helping clients with a variety of financial needs.
As an independent advisor, Robert works exclusively for his clients – not for financial companies or brokerages. He is free to make sure his clients’ needs are always the top priority.
Robert’s honors include appearing as a guest on 1210 WPHT’s “The Big Talker” and the former WWAC TV. He’s also a multi-year winner of the Five Star Wealth Manager Award*. The greatest tribute to him, though, is a loyal and growing clientele.
Away from work, Robert enjoys spending time with his six wonderful nieces and nephews, and with his near-constant companion and best friend, Bohdi, the dog.
LPL Registered Principal
Norton Wealth Management
18 South Second St., Hammonton, NJ 08037 21 Broad St., Charleston, SC 29401
Phone: 609-704-0444 Or: 843-277-8767
E-mail: [email protected] Website: www.nortonwealth.com
Securities Offered Through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC.
*Five Star Wealth Manager Award Winner 2012, 2013, 2015
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.