jill norris, accredited investment fiduciary® - financial advisor
As a native Texan, Jill has resided in Houston most of her life. She worked with her family in the waste industry for 17 years before turning her talents to the financial services industry in 1998. Jill’s goal is to empower her clients with a financial plan that will help enable them to enjoy a successful retirement – on their own terms.
She works closely with her clients to set realistic financial and personal goals by assessing their current financial health (examining assets, liabilities, income, investments, insurance, taxes and estate plan). Jill then puts plans into action and monitors their progress. This is all done with the aim of maintaining the clients’ financial independence and lifestyle.
Jill received her Bachelor’s degree in Management from Texas A & M in 1980. She received her MBA in Finance from the University of St. Thomas in 1997. She holds Property & Casualty as well as Life & Health Insurance licenses. Since 2013 Jill has been named a Five Star Wealth Manager*.
In her free time, Jill stays busy working on her bucket list. She’s had the thrill of skydiving, parapenting in New Zealand, climbing Mt. Kilimanjaro in Tanzania and hiking the Inca trail to Machu Picchu. She is currently training for the upcoming Houston Half Marathon. She enjoys snow and water skiing, travel and spending time with her husband, their family and their 2 dogs, Levi and Annie.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment advisor or as a principal of a registered investment advisor form for a minimum of five years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the last 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,114 Houston wealth managers were considered for the award; 218 (7% of candidates) were named 2018 Five Star Wealth Managers.