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. Jill recently received her Accredited Investment Fiduciary® designation. Jill is currently on the board at The Women’s Institute in Houston. For the past 3 years, 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 and climbing Mt. Kilimanjaro in Tanzania. Last year Jill & her husband, Gary, hiked the Inca trail to Machu Picchu. She is currently training for the 2016 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.